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Insurance Portal interface.
Insurance Portal interface.
Get updated with the productions of the agent for the given month.
Get updated with the achievement of the team for bonuses.
Adding new policy only with uploading and AI will read the data.
Entering customer data becomes easier with collapsible subgroups of fields.
Insurance

Insurance Portal

IBM Granite bilingual AI dashboard. Offline PWA.

Live DemoGitHub
IndustryInsurance
UsersInsurance AgentsAgency Admins
PlatformWeb ApplicationOffline PWA
TechLaravelReactInertia
Deploymentinsurance.carlssonstudio.com

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

Agent uploads policy document
AI extracts policy data
Customer record linked
Monthly production tracked
Team bonus progress updated

Features

Policy Management

AI-assisted entry from uploaded documents

Customer Records

Structured, collapsible data entry

Production Tracking

Per-agent monthly numbers

Team Achievements

Bonus progress at a glance

AI Dashboard

Bilingual, powered by IBM Granite

Offline PWA

Works without a connection in the field

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.

Client Applications

API & Business Logic

Data & Intelligence

Tap or hover a component to see its role in the system.

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

Insurance Modules

  • Policies
  • Customers
  • Productions
  • Achievements
  • Renewals

AI Modules

  • Document Extraction
  • Bilingual Insights

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

Interested in something similar?

We can customize this foundation to match your own business workflow.

Start from this foundation