Insurance CRM

We created the system, which allows insurance brokers to serve all of their customer in one place. The system contains calculators for different types of car and healthcare insurance policies, prints out filled documents, stores the data about them, reminds customers about expiration of the contract.

OUTCOME

Insurance CRM

The developed system allows the insurance agent to calculate the cost of the insurance policy based on customer data, print out the insurance policy on the official form of the Ministry of Transport, store a database of policies and customers, as well as receive notifications about the expiration of the policy.

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access roles – accountant, manager, agent, administrator with a different set of functionalities.
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types of insurance contracts with various functionalities, print forms and costing formulas.
30%
reduction in time spent by management and insurance agents, which allows the company to process more customers.
15%
reduction in customer losses with a convenient reminder system for an expiration policy.

Technologies

html5
Java Script
MySQL
PHP

PROJECT GALLERY