Insurance Saas - Digital Policy Management

Demo:

Frontend URL: https://insurance-saas.zluck.com

Backend URL: https://insurance-saas.zluck.com/login

Credentials:

Email / Password : [email protected] / 123456

Insurance SaaS Laravel-based application designed to streamline insurance management with features for policies, claims, agents, customers, and more — ideal for modern insurance businesses.

Here are some Key Features and Concepts that Insurance SaaS provides.

Support

Features:

Feature Description:

Here are some Key Features and Concepts that Insurance SaaS provides.

Admin Panel

The Admin Panel is designed for organization owners and admins to manage key parts of the insurance platform—like customers, agents, policies, and payments.

Dashboard

The dashboard gives a quick snapshot of your business performance:

• Total customers, agents, insurances, and policies
• Monthly payment trends in a simple line chart
• Real-time data to help you make decisions faster

Customers

Manage all customer profiles:

• Add or update personal details like name, phone, and email
• Track customer activity and policy count
• Easily search, sort, and filter through the customer list

Agents

Manage your internal agents:

• Create, update, or remove agent profiles
• Assign contact details and company information
• View all agents in a clean table layout with filters

Policies

Create and manage insurance policies:

• Add titles, coverage details, durations, and pricing
• Policies are grouped by type and sub-type for easy organization
• Multi-step creation makes it easy to enter all needed information

Insurances

Track all active insurance records:

• Link customers to policies and assign agents
• View payment schedule and policy details
• Role-based access ensures only permitted users can manage insurance records

Claims

View and manage insurance claims:

• Track claims by customer and policy
• Update claim statuses directly from the dashboard
• Role-based access ensures agents and customers only see relevant data

Payments

Stay on top of all insurance-related payments:

• View who paid, when, and for which policy
• See tax, premium, and total amounts
• All data is searchable and sortable

Contacts

View customer messages submitted through the contact form:

• See name, email, phone number, and message content
• Quickly follow up on inquiries
• Search and sort messages for better response tracking

Roles & Permissions

Manage user access with predefined roles:

• Assign users as Agents or Customers
• Permissions are automatically handled based on roles
• Admins cannot delete their own account for safety

Basic Settings

Customize your organization’s account settings:

• Set company name, email, phone number, currency, and timezone
• Configure invoice or policy ID prefixes
• Keep your brand info up to date across the platform

Durations

Create custom durations for your policies:

• Define terms like “6 Months” or “1 Year”
• Used to structure policy pricing and installment plans

Taxes

Define applicable tax rates:

• Add and edit tax names and percentages
• These apply to policy pricing and are visible in payment breakdowns

Subscriptions

View your subscription to the platform:

See current plan, billing status, and renewal date

Download payment history as CSV if needed

Agent Panel

The Agent Panel gives agents the tools they need to manage their assigned customers, policies, claims, and payments—all in one place.

Dashboard

The dashboard provides a clear overview of:

• Total customers, policies, and insurances the agent is managing
• A monthly payment chart showing transaction trends
• A simple, card-based layout and side navigation for easy access

This helps agents quickly understand their performance and client activity.

Customers

Agents can manage their own customers:

• Add or update customer details like name, phone number, address, and date of birth
• Upload a profile photo and view medical or company-related info if needed
• See how many policies are linked to each customer
• Use search and filters to find or update customer records easily

Insurances

Manage insurance policies linked to agent’s customers:

• Assign a policy to a customer with selected coverage and duration
• View policy details like type, sum assured, and number of insured people
• Automatically preview installment schedules based on selected pricing
• Agents can only view and manage records they are responsible for

Claims

Handle insurance claims submitted by your customers:

• View submitted claims, each linked to a specific customer and insurance policy
• See details like claim number, reason, date, and current status
• Agents can create and manage claims, but claim status updates are controlled by the admin
• Only claims tied to the agent’s policies are visible

Payments

View all premium payments made for the agent’s insurances:

See customer name, policy ID, payment date, tax, and premium amount

All amounts are shown in the correct currency format

Agents cannot edit payments—this view is read-only for transparency

Customer Panel

The Customer Panel is your personal space to view and manage your insurance details. It’s the section for all things related to your insurance, claims, and payments.

Dashboard

Your dashboard provides a quick overview of:

• Active insurance policies
• Claims you’ve submitted and their status
• A monthly chart showing your payment activity

It’s the fastest way to check in on your coverage and see what’s happening at a glance.

Insurances

In this section, you can:

• View all your insurance policies
• See details like policy type, duration, coverage amount, start date, and assigned agent
• Understand what you’re covered for and when your policy ends

Everything is organized clearly so you can access important policy information anytime.

Claims

Here you can track all your submitted claims:

• View claim numbers, reasons, and current status
• See which insurance each claim is linked to
• Stay updated on progress without needing to reach out

It’s an easy way to monitor your claims from start to finish.

Payments

This page helps you keep track of your billing history:

View each premium payment you’ve made

See the payment date, amount, tax, and related insurance ID

Easily verify your payments and check upcoming dues (if any)

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Super Admin Panel

The Super Admin Panel is the control center of the entire platform. It allows you to manage users, monitor payments, handle subscriptions, and customize key areas of the public-facing website.

Dashboard

Get a quick overview of platform activity including:

• Total users and policies
• Active insurances
• Monthly income and payment trends

All data updates in real-time to help you track platform performance effectively.

Users

Easily manage all registered users:

• View and search through customer and admin accounts
• See details like name, email, phone, and registration date
• Helpful filters and pagination for large user lists

Plans

Define and manage pricing plans offered to your customers:

• Create monthly or yearly plans
• Set trial periods and feature access
• Enable or disable plans when needed

Plans control what features customers get based on their subscription.

Subscriptions

Track which users are subscribed and what they’re paying for:

• View plan names, subscription dates, and current status
• Monitor payment amounts and durations
• Know which subscriptions are active, expired, or canceled

Payments

View all customer insurance payments in one place:

• See who paid, how much, and when
• Includes policy info and tax breakdown
• Easily track incoming revenue

Website Customization

Update the content and appearance of your public landing page without needing a developer.

Hero Section

Customize the top section of your landing page:

• Add your platform’s tagline, title, and description
• Upload a banner image to represent your brand

Features Section

Highlight the main benefits of your platform:

• Show up to 6 feature blocks with title, description, and image
• Explain what makes your service valuable

Customer Experience Section

Showcase real customer experiences:

• Add up to 4 content sections with titles, images, and short stories
• Helps build trust with new visitors

Why Choose Us Section

Let visitors know what sets your platform apart:

• Add up to 4 unique reasons with icons/images and short descriptions

Testimonials

Share what your customers are saying:

• Add real reviews with name, photo, and feedback
• Help build trust and social proof

FAQs

Answer common questions in one place:

• Add frequently asked questions with clear answers
• Make it easier for users to understand your service

Footer Content

Customize the footer of your website:

• Add social media links (Twitter, LinkedIn, Facebook)
• Update Privacy Policy and Terms & Conditions text

Tags

• policy
• insurance
• policy portal
• life insurance
• health policies software
• php insurance
• laravel software
• claims
• payments
• insurance agents
• policy management
• insurance management
• generate policy