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Business Situation

An insurance agency managing client records, policy documents, agent production numbers, and team bonus achievements, with agents working largely in the field rather than at a desk.

Operational Challenge

All of it was scattered across binders and spreadsheets. Answering a client's question about coverage or a renewal, or an agent's question about their own monthly production, took real digging. Adding a new policy meant retyping what was already written on the document. Agents visiting a client had no access to any of it.

Solution

InsurancePortal centralizes policy, claim, and customer management. Agents see monthly production and team bonus progress on a bilingual dashboard, new policies are added by uploading the document for automatic extraction and review, and the whole portal works offline as an installable app for agents in the field.

Business Impact

Coverage and renewal questions are answered on the first call rather than the next day. Policy entry becomes a review step instead of a retyping step, and an agent sitting in a client's office can consult the record without a connection.

Workflow

Features

Architecture

A Laravel backend with Inertia and React delivers a single-page experience with server-owned business rules. Document ingestion routes uploads through an AI extraction step (IBM Granite) that pre-fills policy data for review instead of manual retyping. The PWA layer caches the application shell and key data so agents can consult records without a connection, syncing when back online.

Kustomisasi yang Tersedia

WhatsApp Renewal Reminders

Claims Workflow

Payment Gateway

Commission Calculator

OCR for Paper Archives

Mobile App

Apakah ini cocok untuk bisnis Anda?

Fondasi ini ideal untuk:

Insurance agencies

Independent brokers

Agent teams with bonus schemes

Financial advisors

Multi-branch agencies

Cakupan Fondasi

Modul yang dapat digunakan kembali dari fondasi Carlsson Studio, dikombinasikan dengan logika yang dibangun untuk domain ini.

Foundation Modules

• Authentication
• Roles & Permissions
• Dashboard
• Notifications
• File Uploads
• Reporting

AI & Automation

• AI Policy Document OCR ExtractionExtracts structured customer and financial data from uploaded policy PDFs/images via OCR and LLM parsing.
• AI KPI Dashboard Narrative SummariesGenerates natural-language dashboard insights in multiple languages using IBM Watsonx Granite. — sangat portabel

Reporting

• Multi-Level Sales Agency Performance DashboardAggregates sales hierarchy metrics and agency performance into monthly and annual production reports.
• Claims Processing & Review WorkflowFull claims lifecycle — submission, evaluation, approval or rejection, and payout tracking. — sangat portabel

Payments

• Premium Billing & Receipt TrackingRecords historical premium payments, currency rates, and payment methods. — sangat portabel
• Recurring Billing Due-Date ForecastingComputes future premium due dates and dynamic amounts across payment frequencies. — sangat portabel

HR

• Career Onboarding & Allowance Program ManagerEnrolls sales reps in onboarding programs with performance-based allowance calculations.

Sorotan Teknis

Authentication

LaravelRole-based access

Pattern

SPAInertiaPWA

Database

MySQL

AI

IBM Granite

Offline

App-shell cacheSync on reconnect

Deployment

Self-hosted