Complete Insurance Agency Management System in PHP MySQL Free Source Code Download
Running an insurance agency requires an efficient system that integrates customer management, policy management, broker commissions and automated communication. THE Complete insurance agency management system in PHP and MySQL is a powerful software solution designed to simplify these tasks and improve operational efficiency.
Developed using Laravela robust PHP framework, this system provides a seamless platform for insurance agencies. With features such as customer and policy management, automated reminders, bulk SMS and email communications, commission calculations and real-time reportingit ensures a streamlined and organized workflow.
About Complete Insurance Agency Management System Using PHP MySQL Project Free Download
Complete Insurance Agency Management System using PHP MySQL Free Download is an insurance agency management that will simplify your daily task as an agency while keeping your data organized. The Insurance Agency Management System allows agencies to manage their clients, staff, brokers, communications and policies on a single platform. With our brokers module, the management of brokers and the calculation of their commission are now automated and efficient. Complete Insurance Agency Management System is a multi-agency and client management system. It is written in Laravela solid PHP framework, and uses the Semantic user interface frame to overwrite front views. It allows insurance agencies to manage their staff, brokers, customers, communications, commissions and reminders on a single system.
Features of the complete insurance agency management system
Customer management
• Allows agencies to add, edit and manage customer details effortlessly.
• Eliminate paperwork by digitizing customer records and storing them securely.
• Ensures rapid retrieval of customer information whenever necessary.
Policy management
• Policies can be created, linked to clients and monitored in one place.
• Stores Policy history, renewal dates and claims details for easy tracking.
• Customizable policy templates to meet various insurance needs.
Staff and broker management
• Allows agencies to create staff accounts and assign roles based on responsibilities.
• Brokers can be added to the system, with automated commission calculations.
• Access levels ensure that staff members only see relevant information.
Automated payments and commission calculation
• Tracks and records each payment with timestamp for future reference.
• Broker commissions are calculated automatically based on sales.
• Customers receive payment reminders by SMS and email to avoid missed due dates.
Instant messaging and communication
• Integrated instant messaging for transparent communication between clients, brokers and staff.
• Agencies can send Bulk SMS and emails for notifications and updates.
Reports and analytics
• Generates in real time reporting on policy sales, customer activity and financial transactions.
• Provides valuable information to help agencies make data-driven decisions.
• Includes an interactive dashboard with key performance indicators.
Requirements
- OpenSSL PHP extension
- PHP AOP extension
- Mbstring PHP extension
- Tokenizer PHP Extension
- PHP >= 5.5.9
Facility
STEP 1
Extract the zip file you downloaded from CodeCanyon to a directory we will work from, e.g. extract to /House/ get /House//insurance (Recommended for users on shared hosting with cPanel). This location should be away from the root directory of your web server.
STEP 2
The comprehensive insurance agency management system supports a range of databases (MySQL, PostgreSQL, SQLite3 and SQL). Depending on your choice of database, create a new database and a new user and password for it, if applicable. Don’t forget to note the database name And user And password if applicable, as we will use it in step 4.
Attention : If you are using SQLite, copy the sqlite file to /House//insurance/Files/database/ and instead note the file name, e.g. insurance.sqlite.
STEP 3
There are several ways to configure the root directory depending on your hosting configuration.
- If you can control the document root of your domain, for example when creating a subdomain in your control panel, point it to /House//insurance/Files/public.
STEP 4
The system comes with a web installer accessible through your browser. After confirming that steps 1-3 have been completed successfully, please navigate your browser to your domain, e.g. Or /insurance. A setup page will appear that walks you through the rest of the setup. Use the information we wrote down in steps 1-3 to complete the forms. Make sure you enter the correct passwords, if applicable.
Attention : Make sure the web server has read and write access to the storage And bootstrap folders and everything in them that can be found in the /House//insurance/Files directory. Additionally, if you have an SSL certificate for your domain, please use the https:// diagram to access the site, for example to improve security.
STEP 5
If everything went well and the installation is complete, CONGRATULATIONS! You should now be able to log in and use Insura. You could even skip the rest of the steps… Just kidding! Proceed to step 6.
STEP 6
The Complete Insurance Agency Management System uses cron jobs to automate callbacks. You need to define a cron job that will do this on your server. Below is an example of cron job code. Change the path to artisan to match your working folder, for our example this would be /House//insurance/Files/artisan. Once that’s done, the system is completely ready to use, but if you want more, there’s more.
* * * * * php schedule:run >> /dev/null 2>&1STEP 7
Insurance Agency Management System uses Laravel queues to send emails and SMS in the background, making your application faster. During basic installation, the queue driver is configured to synchronize, which is slow, but if you want even more speed and true background execution, the database driver can be used. All you need is to modify the queue driver and shell access to run a queue listener using the following steps:-
- > In our working folder created in step 01 (/House//insurance), go to Files. There is a file named .env. If you can’t see it, make sure you’ve enabled showing hidden files in your file manager settings. This file stores all major insurance parameters. Open this file and edit the line with
QUEUE_DRIVER=sync
to match the following: 14 QUEUE_DRIVER=database
Close and save the file.
APP_ENV=production
APP_DEBUG=false
APP_URL=< e.g. >
DB_DATABASE=
DB_USERNAME=
DB_PASSWORD=
MAIL_USERNAME=
SMTP_HOST=< e.g. mail.example.com in case you use SMTP>
SMTP_PASSWORD=
System screenshot
Login access information
Administrator
e-mail:- admin@campcodes.com
password:- 12345678
System demonstration
Watch the video first to see the installation and all modules of this system.
https://www.youtube.com/watch?v=Wwr3xcL3cEs
Why choose this insurance agency management system?
Automation for efficiency
This system minimizes manual work by automating key operations such as policy management, commission tracking and payment reminders.
Secure and reliable
With Advanced security features of LaravelAll transactions and user data are well protected.
User-friendly interface
Designed with the Semantic UI Frameworkensuring an intuitive and responsive user experience.
Multi-user support
Supports multiple insurance agencies, making it scalable for different business sizes.
Instant notifications
In real time email and SMS alerts keep clients and brokers informed of policies and payments.
FAQs
What programming language is used for this system?
The system is developed using PHP (Laravel Framework) and MySQL as a database.
Can I customize the system for my agency?
Yes! The system allows customization of customer fields, policy types and notifications to meet the different needs of businesses.
Is the system suitable for mobile devices?
Yes, the design is fully responsive and works seamlessly across desktops, tablets and mobile devices.
Does it support automatic email and SMS notifications?
Yes! The system includes built-in automation for email and SMS reminders.
Is this system free to download?
Yes, you can download and edit it for free to meet your agency’s requirements.
How to install the system on shared hosting?
Extract the files, create a database, configure the .env and complete the web-based installation.
Conclusion
THE Complete insurance agency management system in PHP and MySQL is a feature-rich solution for insurance agencies looking to automate customer management, streamline operations and improve efficiency. It seamlessly integrates with financial transactions, commission calculations and real-time reporting, making it an essential tool for modern insurance businesses.
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Free download Complete insurance agency management system in PHP and MySQL source code
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