Insurance SaaS Customer Panel ​

The Customer Panel is your personal space to view and manage your insurance details. It's the section for all things related to your insurance, claims, and payments.

Dashboard ​

Your dashboard provides a quick overview of:

  • Active insurance policies
  • Claims you've submitted and their status
  • A monthly chart showing your payment activity

It’s the fastest way to check in on your coverage and see what’s happening at a glance.

Insurances ​

In this section, you can:

  • View all your insurance policies
  • See details like policy type, duration, coverage amount, start date, and assigned agent
  • Understand what you're covered for and when your policy ends

Everything is organized clearly so you can access important policy information anytime.

Claims ​

Here you can track all your submitted claims:

  • View claim numbers, reasons, and current status
  • See which insurance each claim is linked to
  • Stay updated on progress without needing to reach out

It's an easy way to monitor your claims from start to finish.

Payments ​

This page helps you keep track of your billing history:

  • View each premium payment you've made
  • See the payment date, amount, tax, and related insurance ID
  • Easily verify your payments and check upcoming dues (if any)

The Customer Panel ensures that you have full visibility into your insurance journey—from policies to payments—right at your fingertips.