Videos

Go to your user settings ==> select Insurance Manager

Insurance Management system colourful dashboard.

Go to insurance configuration and select the category menu.

Create a policy category.

Go to insurance configuration and select the sub category menu.

Create a policy sub category.

You can search insurance sub category group by insurance category.

Go to insurance configuration and select the document type menu.
You can see the document type list view.

Go to insurance configuration and select insurance buying for the menu.
You can see insurance buying for a list view.

Form view of Insurance buying for.

Go to insurance configuration and select the insurance time period menu.
You can see the insurance time period list view.

Go to insurance configuration and select the insurance policy menu.
You can see the insurance policy list view.

Insurance Policy form view.
You can add all the required details here in the policy form and also add the policy pricelist.

You can add a policy description.

You can add all the required details here in the policy form and also add policy terms & conditions.

You can set reminders for renewal of the policy, for instalments and also for the expiry of the policy.

Customers kanban view.

Customers list view.

Create customers by clicking the Is Customer boolean and adding all required details.
You can see insurance details and claims of customers from the smart button.

Click on the Insurance smart button from the customer and you can see a list of all policies of the selected customer.

Click on the Claim smart button from the customer and you can see a list of all claims of selected customers.

Agents kanban view.

Agents list view.

Create agents by clicking the Is Agent boolean and adding all required details.
You can see insurance policies and commission bills from the smart button.

Click on the Commission Bills smart button from an agent and you can see a list of all commission bills of the selected agent.

Click on the Insurance smart button from an agent and you can see a list of all policies of the selected agent.

Create new insurance and add all the required details & select payment details.

Click on the confirm button after all required documents are verified.
The stage will change from new to confirmed.

Once insurance is confirmed you can create an invoice if the premium type is selected fixed.
You can also create an agent commission bill from here.

Once insurance is confirmed you can create instalments if the premium type is selected instalment.

If you want to start the policy first pay the fixed premium or first installment.
when the invoice is paid and the commission bill is paid click on the start policy button.

After the start policy, it will change in the running stage.
You can a create claim by clicking on the create claim button.
You can manually move to expire stage by clicking on an expired button.

You can print insurance detail reports by clicking on print.

Insurance report in pdf format with all policy details.

Policy description and terms & conditions in pdf print report.

From Insurance management settings you can set reminders.
You can set renew configurations.
You can set reminder days configuration.

Insurance kanban view.

Insurance list view.

Insurance calendar view.

Insurance activity view.

Insurance filter by different stages.

You can Archive or unarchive Insurance by action button.

You can see the insurance group by Policy category.

You can see the insurance group by Policy sub category.

You can see the insurance group by Insurance Policy.

You can see the insurance group by Gender.

You can see the insurance group by Agent.

You can see the insurance group by the Policy term.

You can see the insurance group by Policy status.

You can see the insurance group by Policy holder.

You can see the insurance group by issue date.

You can see the insurance group by expiry date.

Create a claim by clicking on the Create Claim button from insurance.

Claim in draft stage.
Enter a reason for the claim application.

Enter policy details and add the claim amount in the paid amount field.

If you submit a claim without selecting any reason it will give a warning message to select reason.

If you submit a claim without uploading a document it will give a warning message to upload a document.

Click on Add a line from claim documents tab and upload claim documents.

After that this wizard will appears. Add details and click on the ' Save & Close' button.

You can see a list of claim documents in the Claim Documents tab.

If you submit a claim without verifying the document it will give an error message to verify the documents.

You can see a list of verified claim documents in the Claim Documents tab.

To approve a claim, click on the 'Approve' button.

The claim is approved now.

The claim is approved now.

The claim is approved now.

Portal home page displaying My Policies and My Claims.

Click on 'Apply for Policy' from the My Policies list view to apply for a new insurance policy directly from the portal.

Form to apply for a new policy, allowing users to specify details like buying for, category, subcategory, policy, and term.

Submitting the policy application form from the customer portal. Also, customer can download the Policy in PDF format from the portal after submission.
Form view of newly applied policy in 'New' state on the customer portal, showing warnings for remaining required documents.

Policy in PDF format downloaded from the portal after submitting the application form, showing all entered details and generated policy number.

Allow users to select and submit required documents directly from the portal.

Green confirmation notification indicating that a document has been successfully uploaded.

Form view of newly applied policy in 'New' state for backend user to confirm the policy.

Manager checks and verifies the uploaded documents in the backend to proceed with confirmation.

After document verification, the policy moves to 'Confirmed' state, showing the 'Pay Now' button on the portal.

Clicking 'Pay Now' redirects the customer to the online portal invoice for premium payment.

Invoice details page showing the payment status and transaction summary. Click on 'Pay Now' to proceed with the payment.

By clicking 'Pay Now' on the invoice details page, the customer is redirected to the payment gateway to complete the payment process.

Green notification alert confirming that the payment has been successfully received.

My Policies list view page showing references, categories, premium amounts, issue/expiry dates, and status badges.
To submit the Claim for a policy, click on the 'Submit Claim' button from the My Policies list view.

Submit Claim form page where users select the policy to file a claim against. Users can easily submit a claim for their insurance policy directly from the portal.

Customer portal home page showing 'My Claims' badge.

My Claims list view page showing references, associated policies, dates, amounts, and statuses.

Newly submitted claim page in 'New' state showing status and basic information.
Claim detail view showing required claim proof documents remaining to be uploaded.
Selecting document type and uploading proof file to support the insurance claim.

Success notification confirming that the claim proof document has been uploaded successfully.

Claims can be viewed from the Insurance Policy through the Claims smart button by backend users.

The claim form created by the portal customer can be viewed by backend users in a draft stage.

List of uploaded documents showing current verification status (e.g., 'Not Verified', 'Verified').

Insurance manager reviews and approves the claim from the backend system.

The claim has been marked as paid by the backend user.

Approved claim detail page on the customer portal displaying 'Claim Approved' green alert.

Customer can download the Claim PDF from the portal after approved claim.

Claim in PDF format downloaded from the portal after claim approval, showing all entered details, claim status, and reference policy information.

Expired policy or policy nearing expiry showing the 'Renew Policy' action button on the portal.

Successful renewal notification alert showing the newly generated policy details.