Contact person: Business Client

Phone:Show

Email:Show

Location: Candiac, Canada

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"Hi,

I have a project to accomplish. This project is long term base. You need to provide work [login to view URL] vary base on the workload you can accomplish and your skill. it's a big project that required a NDA sign with my company. I will show you the project in HTML, that need to be redone in next.js. You need to be able to give some advice and be knowledgable on every aspect including security.

Here what we need so far. Objective will be given each week base on your previous result.

1) Use [login to view URL] the “right way” for MGA needs

[login to view URL] App Router (server components + server actions) for secure data operations.

SSR for authenticated areas (portal, submissions, policy admin) so data loads fast and stays private.

Static/ISR for marketing pages (homepage, product pages) for maximum speed and SEO.

2) Core modules you’ll likely need (MGA)

Broker Portal

Broker onboarding + KYB/KYC checklist

Submissions list, status, notes, attachments

Quotes, bind requests, policy downloads

Underwriter / Admin Portal

Product configuration (forms, rules, pricing parameters)

Submission triage (assign underwriter, tasks, SLA timers)

Quote generation, bind, endorsement workflow

Payments

Pay premium (card/ACH if applicable), receipts, refund handling

Finance reconciliation exports

Client Area (insured)

View documents, invoices, payment status, renewals

Messaging / Email automation

Templates, triggers, audit logs (“who sent what, when”)

3) Data model + workflow approach (speed + flexibility)

Store “products” as config-driven forms (JSON schema style):

Fields, validations, conditional logic, required docs

Versioning (forms change over time; you must keep history)

Submission pipeline:

Draft → Submitted → In Review → Quoted → Bound → Issued → Renewing

Every action should create an audit event (compliance + traceability).

4) AWS stack that fits [login to view URL] + heavy data

A clean, modern setup:

Frontend: [login to view URL] on Vercel or AWS Amplify Hosting

API layer:

If you want speed of development: [login to view URL] server actions + route handlers

If you want enterprise separation: API Gateway + Lambda (or ECS)

Database:

PostgreSQL (RDS or Aurora) for MGA workflows (relational, reporting, constraints)

Files:

S3 for uploads (quotes, loss runs, PDFs), with pre-signed URLs

Auth:

Cognito (roles: Broker, Underwriter, Admin, Accounting)

Email:

SES (templates + deliverability) + event tracking

Search / filtering (optional but powerful):

OpenSearch if you need fast global search across submissions/policies

Observability:

CloudWatch + structured logs, plus error tracking (Sentry is great)

5) Security + compliance (important for MGA)

Role-based access control (RBAC) + row-level permissions:

Brokers see only their book

Underwriters see assigned queues

Encryption:

S3 + RDS encryption at rest, TLS in transit

Audit trail everywhere

PIPEDA / Law 25 friendly practices

Consent, retention policy, access logs, data export/delete processes (when applicable)

6) Performance rules (so it feels “instant”)

Use server-side pagination + filters (never load thousands of rows).

Add caching where safe (e.g., product catalogs, static reference data).

For tables: use virtualization (front-end) if needed.

7) Payments integration considerations

If you’re doing premium financing or broker-fee models:

Separate “invoice” vs “premium” vs “fees” line items

Store payment intent + webhooks + reconciliation status

Never trust front-end “paid” state—webhook confirms truth

8) Dev workflow & testing

TypeScript everywhere, shared types between UI/API.

Automated tests for:

form rules

pricing logic

permission checks

CI/CD: staging + production environments, feature flags for new products.

Let's talk about all the details if you are interested. Come to the chat.

Alain" (client-provided description)