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