A robust, feature-rich insurance CRM platform built with Laravel, tailored for managing motor and general insurance workflows. From policy creation and claims tracking to invoicing, user roles, and financial overview, everything is centralized and streamlined. Designed for scalability and efficiency, it empowers insurance companies to digitise their operations and reduce manual work.
Financial
Laravel
CRM
Africa
Secure admin authentication implemented using Laravel Sanctum, ensuring protected access to backend features and sensitive data.
Visual summary of insurance policies, claims, transactions, invoices, and expenses in real time.
Add, edit, delete, and search records for motor and non-motor insurance categories.
Add/Edit Form
Manage leads and potential policyholders with full CRUD (Create, Read, Update, Delete) functionality.
Here, you can access all information related to insurance, organized into the following sections
View complete insurance details, including policyholder and vehicle information. Add new cars, manage existing ones, view policy information, add new policies, and include internal notes.
View and manage all associated policies in one place.
General
Invoices: List, add, edit, delete, and view invoices.
Receipts: List, add, edit, delete, and view payment receipts.
Files: View file list and upload new documents.
Forms: Download relevant forms as needed.
Auditors can add notes and view existing audit-related notes.
Track all significant activities and system interactions to ensure transparency and facilitate auditing.
Easily manage invoices with options to view, edit, download as PDF, and print. Update the invoice status to 'Paid', 'Unpaid', or 'Cancelled' as needed. Integrated email notifications include.
Invoice creation confirmation
Payment reminder
Overdue notice
Payment confirmation
Refund confirmation
Sales
Invoices (List, edit, delete, view, search).
Quotes (List, view, delete, search).
Receipts (List, edit, delete, view, search).
Payments (List, manage, search).
Deposits (List, add, edit, delete, search).
Expense (List, add, edit, delete, search).
Transfer (List, add, edit, delete, search).
Transaction (List, edit).
Balance sheet.
Quotes (List, add, edit, view, delete, search).
Motor insurance (List, edit, view).
Other insurance (List, add, edit, view, delete, search).
Motor insurance claim (List, add, edit, view, delete, search).
Other insurance claim (List, add, edit, view, delete, search).
Users (List, add, edit, delete).
Category (List, add, edit).
Define and control user permissions by assigning roles with specific access levels across the system.
Frontend: Blade templating engine with HTML, CSS, Bootstrap for responsive UI
Backend: Laravel (PHP framework) for scalable and secure application architecture
Database: MySQL for structured data storage and efficient querying
Authentication & Roles: Laravel Breeze with custom role-based access control
Admin Panel: Custom-built dashboard with analytics and management tools
Version Control: Git for collaborative development and code versioning
I'm Sanjay, a Laravel developer with 6+ years of experience, specializing in PHP, Laravel, jQuery, Vue.js and MySQL. I've built a portfolio website, a blog platform, and a social media app.
