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Problem

Insurance agencies were drowning in policy paperwork. Client records, policy documents, production numbers, and team bonus achievements were scattered across binders and spreadsheets — so answering a client's question about coverage or renewals, or an agent's question about their monthly production, took real digging.

Solution

InsurancePortal centralizes policy, claim, and customer management for insurance agencies. Agents see their monthly production and team bonus progress on a bilingual AI dashboard powered by IBM Granite, new policies can be added by uploading a document that AI reads and extracts, and the whole portal works offline as an installable PWA for agents in the field.

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.

Technical Highlights

Authentication

LaravelRole-based access

Pattern

SPAInertiaPWA

Database

MySQL

AI

IBM Granite

Offline

App-shell cacheSync on reconnect

Deployment

Self-hosted

Available Customizations

WhatsApp Renewal Reminders

Claims Workflow

Payment Gateway

Commission Calculator

OCR for Paper Archives

Mobile App

Foundation Coverage

Reusable modules from the Carlsson Studio foundation, combined with logic built for this domain.

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. — highly portable

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. — highly portable

Payments

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

HR

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

Is this suitable for your business?

This foundation is ideal for:

Insurance agencies

Independent brokers

Agent teams with bonus schemes

Financial advisors

Multi-branch agencies