Insurance CRM with PDF Parsing -- 2

Job ID: 40078672

Budget: €30 – €250 EUR

I need a small CRM that lets me drop an insurance policy PDF into the system and have it automatically extract every relevant field—client name, policy number, expiry date, premium, coverage details—into a structured database that is organised strictly per cliente.

Once the policy record is created, the same interface must allow me to upload and link three specific documents to that client’s file:
• Carta d’identità
• Codice fiscale
• Libretto di circolazione

Core features I expect:
• Gestione delle polizze assicurative: create, view, update and deactivate policies with one-click access to the attached PDF.
• Archiviazione di documenti identificativi: fast upload, preview and secure storage of the identity card, tax code and registration booklet, each tied back to the correct client.

Data should be stored in a relational database (MySQL or PostgreSQL are both fine) keyed by a unique client ID so future policies or documents I add will automatically stack under the same record. A clean web dashboard—simple Bootstrap or similar—is enough; what matters is accuracy of the PDF parsing and the solidity of the back-end.

Let me know which PDF-to-text libraries or OCR tools you plan to use, how you will map extracted fields, and a realistic timeline for a working MVP.