CASE STUDY 10 / INSURANCE TECHNOLOGY · CRM
GoatLeads.
Better tools for the work behind every lead.
MY ROLESenior Software Engineer
SCOPEFeature development & application maintenance
TECHNOLOGY & SCOPECRM engineering · AI-assisted development · Application refactoring
Visit website THE OVERVIEWBuilt around
Built around
a real problem.
I contributed to GoatLeads as a senior software engineer from August 2025 to February 2026. My work focused on an insurance CRM, ongoing product delivery, and improving the maintainability of its notes system.
What needed to change.
An evolving CRM needs new features alongside maintenance of existing workflows. The notes system needed substantial refactoring while supporting continued product development.
Decisions that mattered.
- Contributed product changes through the team's pull-request workflow.
- Used AI-assisted development to support a substantial notes-system refactor.
- Focused on application architecture and maintainability alongside feature delivery.
What shipped.
Contributed more than 100 merged pull requests and worked on a notes-system refactor spanning more than 6,000 lines. The public site is live, but access may vary by region; the visual shown here is an illustration, not a product screenshot.
Insurance CRMproduct experience
Notes systemrefactoring & maintenance
Senior engineerhands-on contribution
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