Insurance Saas - Digital Policy Management 2025-08-09

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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.

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)
• • *

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