Project: Complete Insurance Agency Management System in PHP and MySQL with Source Code
Managing an insurance agency requires an efficient system that integrates client management, policy handling, broker commissions, and automated communication. The Complete Insurance Agency Management System in PHP and MySQL is a powerful software solution designed to simplify these tasks and improve operational efficiency.
Table of Contents
Developed using Laravel, a robust PHP framework, this system provides a seamless platform for insurance agencies. With features such as client and policy management, automated reminders, bulk SMS & email communication, commission calculations, and real-time reporting, it ensures a streamlined and organized workflow.
About 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
Client Management
• Allows agencies to add, edit, and manage client details effortlessly.
• Eliminates paperwork by digitizing client records and storing them securely.
• Ensures quick retrieval of client information whenever needed.
Policy Management
• Policies can be created, linked to clients, and monitored in one place.
• Stores policy history, renewal dates, and claim details for easy tracking.
• Customizable policy templates to fit diverse insurance needs.
Staff and Broker Management
• Enables agencies to create staff accounts and assign roles based on responsibilities.
• Brokers can be added to the system, with automated commission calculations.
• Access levels ensure that staff members only see relevant information.
Automated Payments and Commission Calculation
• Tracks and records every payment with timestamps for future reference.
• Brokers’ commissions are calculated automatically based on sales.
• Clients receive payment reminders via SMS and email to avoid missed due dates.
Instant Messaging and Communication
• Built-in instant messaging for seamless communication between clients, brokers, and staff.
• Agencies can send bulk SMS and emails for notifications and updates.
Reports and Analytics
• Generates real-time reports on policy sales, client activity, and financial transactions.
• Provides valuable insights to help agencies make data-driven decisions.
• Features an interactive dashboard with key performance indicators.
Requirements
- OpenSSL PHP Extension
- PDO PHP Extension
- Mbstring PHP Extension
- Tokenizer PHP Extension
- PHP >= 5.5.9
Installation
STEP 1
Extract the zip file you downloaded from CodeCanyon in a directory where we will work from e.g. extract in /home/<user> to get /home/<user>/insurance (Recommended for users on shared hosting with cPanel). This location should be away from your webserver’s root directory.
STEP 2
Complete Insurance Agency Management System supports a range of databases (MySQL, PostgreSQL, SQLite3 and SQL). Depending on your choice of database, create a new database and new user and password for it where applicable. Remember to note down the database name and user and password where applicable as we will use this in step 4.
NB: If you are using SQLite, copy the sqlite file to /home/<user>/insurance/Files/database/ and note down the filename instead e.g. insurance.sqlite.
STEP 3
There are several ways to configure the root directory depending on your hosting setup.
- If you can control your domain’s document root, e.g when creating a sub-domain in your control panel, point it to /home/<user>/insurance/Files/public.
STEP 4
The system ships with a web installer accessible through your browser. After confirming that steps 1 – 3 were successfully completed, please navigate your browser to your domain e.g http://www.example.com or https://www.example.com/insurance. A setup page will appear which guides you through the rest of the setup. Use the information we noted down in steps 1-3 to complete the forms. Ensure you key in the correct passwords where applicable.
NB: Ensure the webserver has read and write access to the storage and bootstrap folders and everything in them which can be found in in the /home/<user>/insurance/Files directory. Also, if you have an SSL certificate for your domain, please use the https:// scheme to access the site e.g https://www.example.com to improve security.
STEP 5
If all went well and the setup was completed, CONGRATULATIONS! You 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.
* * * * * php <path to artisan> schedule:run >> /dev/null 2>&1STEP 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: 14 QUEUE_DRIVER=database
Close and save the file.
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>
Screenshot of the System
Login Access Information
Admin
email:- admin@campcodes.com
password:- 12345678
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.
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hello how i can add other compagnies???
setup file are not avilabel
I have correctly installed this. chat me up for assistance. $5 charge for installation
contact: +2347062113329
please guid installed a correctly i am paying $5 for u please help me
I had uploaded on live server but policy section and setting section showing error can you please help???
i need help
Whoops, looks like something went wrong.
I got this error message when trying to access the settings section.
I clicked on Finish and then it displays the following error message:
ErrorException in ArrayInput.php line 121:
Trying to access array offset on value of type int
in ArrayInput.php line 121
at HandleExceptions->handleError(‘8’, ‘Trying to access array offset on value of type int’, ‘C:\xampp\htdocs\Insurance\vendor\symfony\console\Input\ArrayInput.php’, ‘121’, array(‘value’ => ‘key:generate’, ‘key’ => ‘0’)) in ArrayInput.php line 121
at ArrayInput->parse() in Input.php line 59
at Input->bind(object(InputDefinition)) in Command.php line 221
at Command->run(object(ArrayInput), object(BufferedOutput)) in Command.php line 136
at Command->run(object(ArrayInput), object(BufferedOutput)) in Application.php line 872
at Application->doRunCommand(object(KeyGenerateCommand), object(ArrayInput), object(BufferedOutput)) in Application.php line 201
at Application->doRun(object(ArrayInput), object(BufferedOutput)) in Application.php line 119
at Application->run(object(ArrayInput), object(BufferedOutput)) in Application.php line 64
at Application->call(‘key:generate’, object(Collection)) in Kernel.php line 159
at Kernel->call(‘key:generate’) in Facade.php line 215
at Facade::__callStatic(‘call’, array(‘key:generate’)) in SetupController.php line 180
at SetupController->configure(object(Request))
at call_user_func_array(array(object(SetupController), ‘configure’), array(object(Request))) in Controller.php line 256
at Controller->callAction(‘configure’, array(object(Request))) in ControllerDispatcher.php line 164
at ControllerDispatcher->call(object(SetupController), object(Route), ‘configure’) in ControllerDispatcher.php line 112
at ControllerDispatcher->Illuminate\Routing\{closure}(object(Request))
at call_user_func(object(Closure), object(Request)) in Pipeline.php line 139
at Pipeline->Illuminate\Pipeline\{closure}(object(Request)) in LocalizeGuest.php line 34
at LocalizeGuest->handle(object(Request), object(Closure))
at call_user_func_array(array(object(LocalizeGuest), ‘handle’), array(object(Request), object(Closure))) in Pipeline.php line 124
at Pipeline->Illuminate\Pipeline\{closure}(object(Request)) in RedirectIfAuthenticated.php line 41
at RedirectIfAuthenticated->handle(object(Request), object(Closure))
at call_user_func_array(array(object(RedirectIfAuthenticated), ‘handle’), array(object(Request), object(Closure))) in Pipeline.php line 124
at Pipeline->Illuminate\Pipeline\{closure}(object(Request))
at call_user_func(object(Closure), object(Request)) in Pipeline.php line 102
at Pipeline->then(object(Closure)) in ControllerDispatcher.php line 114
at ControllerDispatcher->callWithinStack(object(SetupController), object(Route), object(Request), ‘configure’) in ControllerDispatcher.php line 68
at ControllerDispatcher->dispatch(object(Route), object(Request), ‘App\Http\Controllers\SetupController’, ‘configure’) in Route.php line 203
at Route->runWithCustomDispatcher(object(Request)) in Route.php line 134
at Route->run(object(Request)) in Router.php line 708
at Router->Illuminate\Routing\{closure}(object(Request))
at call_user_func(object(Closure), object(Request)) in Pipeline.php line 139
at Pipeline->Illuminate\Pipeline\{closure}(object(Request))
at call_user_func(object(Closure), object(Request)) in Pipeline.php line 102
at Pipeline->then(object(Closure)) in Router.php line 710
at Router->runRouteWithinStack(object(Route), object(Request)) in Router.php line 674
at Router->dispatchToRoute(object(Request)) in Router.php line 635
at Router->dispatch(object(Request)) in Kernel.php line 236
at Kernel->Illuminate\Foundation\Http\{closure}(object(Request))
at call_user_func(object(Closure), object(Request)) in Pipeline.php line 139
at Pipeline->Illuminate\Pipeline\{closure}(object(Request)) in VerifyInstallation.php line 19
at VerifyInstallation->handle(object(Request), object(Closure))
at call_user_func_array(array(object(VerifyInstallation), ‘handle’), array(object(Request), object(Closure))) in Pipeline.php line 124
at Pipeline->Illuminate\Pipeline\{closure}(object(Request)) in VerifyCsrfToken.php line 50
at VerifyCsrfToken->handle(object(Request), object(Closure))
at call_user_func_array(array(object(VerifyCsrfToken), ‘handle’), array(object(Request), object(Closure))) in Pipeline.php line 124
at Pipeline->Illuminate\Pipeline\{closure}(object(Request)) in ShareErrorsFromSession.php line 49
at ShareErrorsFromSession->handle(object(Request), object(Closure))
at call_user_func_array(array(object(ShareErrorsFromSession), ‘handle’), array(object(Request), object(Closure))) in Pipeline.php line 124
at Pipeline->Illuminate\Pipeline\{closure}(object(Request)) in StartSession.php line 62
at StartSession->handle(object(Request), object(Closure))
at call_user_func_array(array(object(StartSession), ‘handle’), array(object(Request), object(Closure))) in Pipeline.php line 124
at Pipeline->Illuminate\Pipeline\{closure}(object(Request)) in AddQueuedCookiesToResponse.php line 37
at AddQueuedCookiesToResponse->handle(object(Request), object(Closure))
at call_user_func_array(array(object(AddQueuedCookiesToResponse), ‘handle’), array(object(Request), object(Closure))) in Pipeline.php line 124
at Pipeline->Illuminate\Pipeline\{closure}(object(Request)) in EncryptCookies.php line 59
at EncryptCookies->handle(object(Request), object(Closure))
at call_user_func_array(array(object(EncryptCookies), ‘handle’), array(object(Request), object(Closure))) in Pipeline.php line 124
at Pipeline->Illuminate\Pipeline\{closure}(object(Request)) in CheckForMaintenanceMode.php line 44
at CheckForMaintenanceMode->handle(object(Request), object(Closure))
at call_user_func_array(array(object(CheckForMaintenanceMode), ‘handle’), array(object(Request), object(Closure))) in Pipeline.php line 124
at Pipeline->Illuminate\Pipeline\{closure}(object(Request))
at call_user_func(object(Closure), object(Request)) in Pipeline.php line 102
at Pipeline->then(object(Closure)) in Kernel.php line 122
at Kernel->sendRequestThroughRouter(object(Request)) in Kernel.php line 87
at Kernel->handle(object(Request)) in index.php line 62.
Would you please assist me.
I click on finish and page dont want to go any further
I tried using it following the procedure but I failed more assistance needed
Hi how far with using it