Insurance Agency CRM System
Policy management, customer tracking and automatic renewal reminders. Specialized CRM for insurance agencies.
Customer Need
Insurance agency was managing customer portfolio with Excel and paper files. Policy renewal dates were being missed, accessing customer information was difficult. Reporting took days. Answering customer questions took hours.
Our Solution
We developed a custom CRM system that centralizes all customer and policy information in one panel. Added automatic reminders, commission tracking, detailed reporting and AI-powered insurance assistant. Integrated with corporate website.
Technical Details
Integrations
Challenges & Solutions
1Policy Automation System
Each insurance company has different policy formats. Renewal dates, premium calculations and commission rates vary by company.
Developed flexible policy template system. Insurance company-based commission definitions, automatic policy number generation and dynamic field management.
2Multi-AI Provider Management
3 different AI models need to be integrated, each with different API structure and pricing.
Created AIProvider abstraction layer. Model selection from config, automatic fallback, token-based cost tracking.
3Notification System
Policy renewals, due dates, damage tracking - different notifications need to be sent at different times.
Scheduler-based notification system. Daily automatic checks with Laravel scheduled jobs, SMS and email queue.
4CRM + Website Integration
Same system should work as CRM and also serve as public corporate website for customers.
Multi-tenant architecture. Admin panel and public site in same codebase but isolated. Shared database, different route groups.
Behind The Scenes
- 51,690+ lines PHP code, comprehensive insurance CRM
- 29 controllers with modular structure (customer, policy, quote, damage, finance)
- 25 models with relational database design
- 36 migrations for database version control
- 124 view files, comprehensive user interface
- 17 Livewire components for reactive experience
- Automatic policy number generation system
- Commission calculation and tracking module
- Renewal tracking and automatic reminders
- AI assistant for 24/7 customer support
Project Features
- Customer and policy management
- Automatic renewal reminders
- Insurance assistant with 3 AI models
- Quote creation and PDF export
- Commission tracking
- Income-expense reporting
- Damage tracking module
- Task and calendar management
- Data import via Excel
- Corporate website integration
Achieved Results
Policy renewal rate increased by 30%. Reporting time dropped from 2 days to 5 minutes. AI assistant provides instant answers to customer questions. All customer history visible from single screen.
Project Information
Tech Stack
Architecture
Laravel 12 MVC architecture. Reactive components with Livewire. AI services abstracted with Factory pattern. Queue-based notification system. Multi-tenant structure for CRM and website in single application.