Insurance SaaS Admin Panel ​

The Admin Panel is designed for organization owners and admins to manage key parts of the insurance platform—like customers, agents, policies, and payments.

Dashboard ​

The dashboard gives a quick snapshot of your business performance:

  • Total customers, agents, insurances, and policies
  • Monthly payment trends in a simple line chart
  • Real-time data to help you make decisions faster

Customers ​

Manage all customer profiles:

  • Add or update personal details like name, phone, and email
  • Track customer activity and policy count
  • Easily search, sort, and filter through the customer list

Agents ​

Manage your internal agents:

  • Create, update, or remove agent profiles
  • Assign contact details and company information
  • View all agents in a clean table layout with filters

Policies ​

Create and manage insurance policies:

  • Add titles, coverage details, durations, and pricing
  • Policies are grouped by type and sub-type for easy organization
  • Multi-step creation makes it easy to enter all needed information

Insurances ​

Track all active insurance records:

  • Link customers to policies and assign agents
  • View payment schedule and policy details
  • Role-based access ensures only permitted users can manage insurance records

Claims ​

View and manage insurance claims:

  • Track claims by customer and policy
  • Update claim statuses directly from the dashboard
  • Role-based access ensures agents and customers only see relevant data

Payments ​

Stay on top of all insurance-related payments:

  • View who paid, when, and for which policy
  • See tax, premium, and total amounts
  • All data is searchable and sortable

Contacts ​

View customer messages submitted through the contact form:

  • See name, email, phone number, and message content
  • Quickly follow up on inquiries
  • Search and sort messages for better response tracking

Roles & Permissions ​

Manage user access with predefined roles:

  • Assign users as Agents or Customers
  • Permissions are automatically handled based on roles
  • Admins cannot delete their own account for safety

Basic Settings ​

Customize your organization’s account settings:

  • Set company name, email, phone number, currency, and timezone
  • Configure invoice or policy ID prefixes
  • Keep your brand info up to date across the platform

Durations ​

Create custom durations for your policies:

  • Define terms like “6 Months” or “1 Year”
  • Used to structure policy pricing and installment plans

Taxes ​

Define applicable tax rates:

  • Add and edit tax names and percentages
  • These apply to policy pricing and are visible in payment breakdowns

Subscriptions ​

View your subscription to the platform:

  • See current plan, billing status, and renewal date
  • Download payment history as CSV if needed

This Admin Panel puts full control in your hands—allowing you to manage customers, policies, agents, and payments in one organized space.