How We Built a High-Converting Online Store from the Ground Up

Key Features

• Admin login

  Secure admin authentication implemented using Laravel Sanctum, ensuring protected access to backend features and sensitive data.

  

• Admin Dashboard Overview

  Visual summary of insurance policies, claims, transactions, invoices, and expenses in real time.

  

• Motor & Other Insurance Management

  • Add, edit, delete, and search records for motor and non-motor insurance categories.

    

  • Add/Edit Form

    

• Prospect Insurance Handling

  Manage leads and potential policyholders with full CRUD (Create, Read, Update, Delete) functionality.

• Comprehensive Insurance Details

  Here, you can access all information related to insurance, organized into the following sections

  • General

    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.

  • Policies

    View and manage all associated policies in one place.

  • Account

    • General

    • Invoices:  List, add, edit, delete, and view invoices.

    • Receipts:  List, add, edit, delete, and view payment receipts.

  • Documents

    • Files: View file list and upload new documents.

    • Forms: Download relevant forms as needed.

  • Auditor

    • Auditors can add notes and view existing audit-related notes.

  • Activity History

    Track all significant activities and system interactions to ensure transparency and facilitate auditing.

    

  • Invoice Details

    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

      

  • Accounts

    • Sales

      • Invoices (List, edit, delete, view, search).

      • Quotes (List, view, delete, search).

      • Receipts (List, edit, delete, view, search).

      • Payments (List, manage, search).

        

    • Transaction

      • Deposits (List, add, edit, delete, search).

      • Expense (List, add, edit, delete, search).

      • Transfer (List, add, edit, delete, search).

      • Transaction (List, edit).

      • Balance sheet.

• Underwriter

  • Quotes (List, add, edit, view, delete, search).

    

  • Motor insurance (List, edit, view).

  • Other insurance (List, add, edit, view, delete, search).

    

• Claim

  • Motor insurance claim (List, add, edit, view, delete, search).

  • Other insurance claim (List, add, edit, view, delete, search).

    

• Settings

  • Users (List, add, edit, delete).

  • Category (List, add, edit).

• Role management

  Define and control user permissions by assigning roles with specific access levels across the system.

  

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