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Complete Insurance Agency Management System Using PHP MySQL Project

The Complete Insurance Agency Management System is a PHP MySQL project designed to streamline the operations of insurance agencies by allowing users to manage clients, policies, staff, payments, and communications efficiently. Key features include automated reminders, inbuilt instant messaging, customizable fields, and the ability to generate reports, all within a user-friendly interface. The system supports multiple users and includes an installer for easy setup, making it suitable for agencies of various sizes.

Uploaded by

Ramil Demabogte
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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220 views5 pages

Complete Insurance Agency Management System Using PHP MySQL Project

The Complete Insurance Agency Management System is a PHP MySQL project designed to streamline the operations of insurance agencies by allowing users to manage clients, policies, staff, payments, and communications efficiently. Key features include automated reminders, inbuilt instant messaging, customizable fields, and the ability to generate reports, all within a user-friendly interface. The system supports multiple users and includes an installer for easy setup, making it suitable for agencies of various sizes.

Uploaded by

Ramil Demabogte
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Complete Insurance Agency Management System using PHP MySQL Project Free Download

Features of Complete Insurance Agency Management System

1. Create & Manage clients – Add your clients info and retrieve them when needed. This is
a great feature for insurance agency since it remove paper work and saves time.

2. Create & Manage policies – Simply create policies and link it to clients at a click of a
button. All policy info and history is stored.

3. Create & Manage staff - Every agency needs some staff to help out and since covers that
as well. You can create accounts for your staff members and they will have access to run
and manage the daily operations.

4. Record payments – Every payment is recorded with data and time for easy account in
future or for reverence.

5. Add custom fields to clients and policies – Agencies in different countries will have
different needs and requirements from clients. With Insura Insurance agency
management system. You can add custom fields to your clients and policies form.

6. upload attachments to clients and policies – When there are files for your clients like
national ID etc, you can simply upload them under attachments section of a client or
policy.

7. Automated reminders – Insura will take care of reminding your clients when payment is
due. Reminders are completely customizable and you can turn them off as well.
Reminders can be sent via SMS or email

8. Inbuilt instant messaging – We have an inbuilt instant messenger inside signer that
allows collaboration between parties of an agency from client, brokers, staff to
administrator.

9. Reports - On demand reports are available anytime you need the on the dashboard and
reports page.

10. Bulk SMS & Email - Insura communication module allows agencies to send single and
bulk messages to staff, clients or brokers.

11. Multi user - You can build a saas platform with Insura since it supports multiple
users/agencies
12. Installer – You don’t have to worry about installation process as Insura comes with it’s
installer. If you run into any challenge we are always here to help.

13. Beautiful and responsive UI – Simcy creative prides itself in creating very beautiful web
apps with an excellent user experience. That’s guaranteed.

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YOUTUBE ACCOUNT

https://www.youtube.com/watch?v=Wwr3xcL3cEs

https://www.youtube.com/@CampCodes

https://www.youtube.com/@CampCodes
should now be able to log in and use Insura. You could even ignore the rest of the steps… Just
kidding! Move on to step 6.

STEP 6

Complete Insurance Agency Management System uses cron jobs to automate reminders. You
need to set a cron job that will do this on your server. Below is the sample cron job code.
Modify the path to artisan to match your working folder, for our example this would
be /home/<your username>/insurance/Files/artisan. When this is done, the system is fully
ready to use, but if you want more, there’s more.

<code><i>* * * * * php <path to artisan> schedule:run >> /dev/null 2>&1</i></code>

STEP 7

Insurance Agency Management System uses laravel queues to send emails and texts in the
background, therefore making your app faster. By basic installation the queue driver is set to
sync 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 change the queue driver and shell access to run
a queue listener using these steps:-

 > In our working folder created in Step 01 (/home/<user>/insurance), navigate


into Files. In there is a file named .env. If you cannot see it, ensure you have enabled
viewing of hidden files in your file manager settings. This file stores all major settings of
insura. Open this file and edit the line with
QUEUE_DRIVER=sync
to mathch the following:

 <code>14 QUEUE_DRIVER=database

</code>

Close and save the file.

<code>APP_ENV=production

APP_DEBUG=false

APP_URL=< e.g. https://www.example.com>

DB_DATABASE=<your insura database name>

DB_USERNAME=<your insura database username>

DB_PASSWORD=<the insura database password>

MAIL_USERNAME=<your mail login email>


SMTP_HOST=< e.g. mail.example.com in case you use SMTP>

SMTP_PASSWORD=<your mail login password in case you use SMTP>

</code>

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