Description
Insurance Saas – Digital Policy Management
Insurance Saas – Digital Policy Management application designed to streamline insurance management with features for policies, claims, agents, customers, and more — ideal for modern insurance businesses.
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
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 accounts for safety
