This Insurance Agency Management System with PHP Free Download is an insurance agency management that simplifies your task as an agency while keeping your data structured. This Management System allows agencies to manage their clients, staff, brokers, communication and policies on one platform. With our system module, managing brokers and calculating their fee is now automated and efficient.
Complete Insurance Agency Management System is a multi-insurance agency and client management system. It is written in Laravel, and utilises the Semantic UI framework for smashing frontend views. It allows Insurance agencies to manage their staff, brokers, clients, communication, commissions and reminders all on one system.
Features of Complete Insurance Agency Management System
- Manage clients – Create clients info and retrieve them when needed.
- Manage policies – create policies and link it to clients at a click of a button.
- Manage staff – Every agency needs some staff to help out and since covers that as well.
- Record payments – All payment is recorded with data and time for easy account in future or for reverence.
- Add custom fields to clients and policies – Agencies in different countries will have different needs and requirements from clients.
- upload attachments to clients and policies – When there are files for your clients like national ID etc, you can simply upload them under attachments section of a client or policy.
- Automated reminders – Insurance system will take care of reminding your clients when payment is due.
- Inbuilt instant messaging – We have an instant messenger inside that allows collaboration between parties of an agency from client, brokers, staff to administrator.
- Reports – reports are available anytime you need the on the dashboard and reports page.
- Bulk SMS & Email – Insurance communication module allows agencies to send single and bulk messages to staff, clients or brokers.
- Multi user – You can build a saas platform with Insura since it supports multiple users.
- Installer – You don’t have to worry about installation process as Insurance comes with it’s installer.
- Beautiful and responsive UI – Simcy creative prides itself in creating very beautiful web apps with an excellent user experience. That’s guarante
