Business Analytics Chrome Extension
Automating Recall Detection for 95% Time Savings
A privacy-first, Manifest V3 browser automation that detects recalls inside a legacy portal and instantly notifies the right people via SMS and email — no APIs required.
Challenge
Manual portal checks for “Recall” status consumed hours per day and introduced human error and delays.
Solution
A Manifest V3 Chrome Extension to monitor the portal and trigger SMS/email via secure webhooks — all local-only.
Results
- 95% time saved
- 100% detection accuracy
- Real-time SMS/email alerts
- Zero manual intervention
The Business Challenge
In the insurance industry, timely recall detection is mission-critical. The existing system had no native alerts or exports, forcing agents to manually scan dashboards every few minutes.
Pain Points Identified
- 1) No automated alerts
- 2) Human error risk
- 3) Limited visibility
- 4) Delayed follow-ups
- 5) Operational bottlenecks (2–3h/day)
Project Goals
- • Detect recall status within 15 minutes
- • Notify agent, upline, and leadership instantly
- • Operate without APIs or exports
- • Keep processing local-only for compliance
- • Single-machine deployment with minimal complexity
The Technical Solution
A Manifest V3 architecture with background service worker scheduling and DOM interaction via content scripts. Runs during business hours with randomized intervals and triggers secure webhook notifications.
Smart Scheduling
Randomized 10–15 min intervals mimic human review, reduce detection bias, and avoid throttling.
Multi-Channel Alerts
Make.com webhooks dispatch SMS (anonymized metadata) and email (minimal details with controlled visibility).
Privacy-First
All logic stays local in the browser. HTTPS-only transmission. Optional local audit logs for administrators.
Technical Architecture
- • Manifest V3 Chrome Extension
- • Background service worker scheduling
- • Content script DOM interaction
- • LocalStorage state management
- • Webhook integrations (Make.com)
- • HTTPS-only transmission
Integration Ecosystem
- • SMS: anonymized metadata only
- • Email: full details with controlled visibility
- • Hierarchy mapping for agent/upline routing
- • Separate webhooks per channel
Implementation Process
Phase A — Discovery & Design
- • Mapped recall workflows
- • Defined hierarchy/data fields
- • Security/compliance scoping
- • Webhook payload format
Phase B — Dev & Testing
- • Advanced UI detection
- • Randomized scheduling
- • SMS/Email webhooks
- • Sandbox tests (anonymized)
Phase C — Deploy & Support
- • On-site deployment to single machine
- • Closed-loop testing & training
- • Quarterly support cadence
Results and Impact
Quantitative Results
- • Recall Detection Time: 2–3h/day → < 15 minutes (95% faster)
- • Data Accuracy: ~90% → 100%
- • Notifications: Manual → Automated (SMS/Email)
- • Compliance Logging: Inconsistent → Fully traceable
Qualitative Benefits
- • Advisors focus on client relationships
- • Near-instant recall handling prevents losses
- • Leadership gains transparent responsiveness view
- • Reduced stress from repetitive monitoring
Security and Compliance
Privacy-First Controls
- • Zero PII in SMS payloads
- • Local-only execution
- • Verified dashboard URL scope
- • Randomized activity intervals
Audit & Visibility
- • Optional local log view
- • HTTPS-only transport
- • Role-based notification hierarchy
Frequently Asked Questions
Everything you need to know about Chrome extension automation for insurance recall detection
How does the Chrome extension achieve 95% time savings?
The extension automates portal navigation and recall scanning on a randomized 10–15 minute schedule, eliminating 2–3 hours per day of manual dashboard checks. By running continuously during business hours, it detects recall status changes within minutes and instantly notifies stakeholders via SMS and email, reducing detection time from hours to under 15 minutes.
How is privacy handled without APIs or external data sharing?
All processing runs locally in the browser sandbox. The extension monitors only the specified dashboard URL and processes data entirely within the browser environment. SMS payloads exclude personally identifiable information (PII), and emails use minimum approved details with controlled visibility. No data is stored externally or shared with third-party APIs.
What happens if the portal UI changes after deployment?
The extension includes advanced error handling, resilient CSS selectors, and graceful fallback mechanisms to keep the system robust. If unexpected UI changes are detected, the extension alerts administrators immediately via email, allowing for rapid updates. The system is designed with redundancy and multiple detection methods to handle minor UI variations.
How quickly can this type of automation be deployed?
Speed to impact: Elevate AI Consulting deployed this solution in under 30 days, from initial discovery to production launch. The phased approach includes discovery and design (Week 1), development and testing (Weeks 2–3), and deployment with training (Week 4). Results were measurable from day one, with instant recall notifications and immediate time savings.
What technologies power the recall detection automation?
Built with Manifest V3 Chrome Extension architecture, the solution uses background service workers for scheduling, content scripts for DOM interaction, and LocalStorage for state management. Notifications are delivered via Make.com webhooks to SMS and email channels, ensuring secure, HTTPS-only transmission with no direct API integrations required.
How does the extension ensure 100% detection accuracy?
Unlike manual monitoring which is prone to human error and missed checks, the extension continuously monitors the portal during business hours without breaks or distractions. Advanced selectors and validation logic ensure accurate recall status detection, with multiple verification checks before triggering notifications. This systematic approach eliminates the variability and errors inherent in manual monitoring.
Can this solution work for other insurance workflows beyond recall detection?
Yes, the Manifest V3 Chrome Extension architecture can be adapted for various insurance workflow automations, including claim status monitoring, policy renewal tracking, commission report monitoring, and compliance deadline alerts. The privacy-first, local-only design makes it suitable for any sensitive insurance portal monitoring needs.
What are the maintenance requirements for this automation?
The extension requires minimal maintenance. Quarterly support cadence includes monitoring for any portal UI changes, updating selectors if needed, and reviewing notification effectiveness. The system includes built-in logging and alert mechanisms that flag any issues automatically, making maintenance proactive rather than reactive.
How secure is the Chrome extension for sensitive insurance data?
Security is built into every layer: local-only execution means no data leaves the browser, HTTPS-only transmission for webhooks, verified dashboard URL scope prevents access to unauthorized sites, and randomized activity intervals reduce detection patterns. The extension operates within the browser sandbox with no external API dependencies, minimizing attack surface.
What ROI can companies expect from this type of automation?
Beyond the 95% time savings (recovering 2–3 hours daily), companies see improved response times (recalls handled in minutes vs. hours), eliminated human error, reduced operational bottlenecks, and better compliance through automated logging. The qualitative benefits include improved advisor focus on client relationships and reduced stress from repetitive monitoring tasks.
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