Insurance Saas – Digital Policy Management

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

 

Read Before Purchase!

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