Complete Insurance Agency Management System Source Code

Published on: March 4, 2025

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Create Date March 4, 2025
Last Updated August 18, 2024

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. Insurance Agency Management System allows agencies to manage their clients, staff, brokers, communication and policies on one platform. With our brokers module, managing brokers and calculating their commission is now automated and efficient. Complete Insurance Agency Management System is a multi-insurance agency and client management system. It is written in Laravel, a strong PHP framework, and utilises the Semantic UI framework for smashing frontend views. It allows Insurance agencies to manage their staff, brokers, clients, communication, commissions and reminders all on one system.

Features of Complete Insurance Agency Management System

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.
Create & Manage policies – Simply create policies and link it to clients at a click of a button. All policy info and history is stored.
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.
Record payments – Every payment is recorded with data and time for easy account in future or for reverence.
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.
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.
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
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.
Reports - On demand reports are available anytime you need the on the dashboard and reports page.
Bulk SMS & Email - Insura communication module allows agencies to send single and bulk messages to staff, clients or brokers.
Multi user - You can build a saas platform with Insura since it supports multiple users/agencies
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.
Beautiful and responsive UI – Simcy creative prides itself in creating very beautiful web apps with an excellent user experience. That’s guaranteed.

System Demonstration

Watch first the video to view installation and all the modules of this system.

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 Laravel’s advanced security features, all transactions and user data are well-protected.

User-Friendly Interface

Designed with the Semantic UI framework, ensuring an intuitive and responsive user experience.

Multi-User Support

Supports multiple insurance agencies, making it scalable for different business sizes.

Instant Notifications

Real-time email and SMS alerts keep clients and brokers updated on policies and payments.

FAQs

What programming language is used for this system?

The system is developed using PHP (Laravel Framework) and MySQL as the database.

Can I customize the system for my agency?

Yes! The system allows customization of client fields, policy types, and notifications to meet different business needs.

Is the system mobile-friendly?

Yes, the design is fully responsive and works seamlessly on desktops, tablets, and mobile devices.

Does it support automated 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 modify it for free to fit your agency’s requirements.

How do I install the system on shared hosting?

Extract the files, create a database, configure the .env file, 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 client management, streamline operations, and improve efficiency. It integrates seamlessly with financial transactions, commission calculations, and real-time reports, making it an essential tool for modern insurance businesses.