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This project forked from euricsanti/insurance-crm

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This a CRM with the Laravel framework, it has appliances to manage an Insurance company administration, there are so few changes that could be implemented. Has user list, policies, dependants, point of sales, bank accounts, task assignation, an others.

License: MIT License

PHP 25.09% CSS 18.23% JavaScript 25.38% Vue 0.09% HTML 31.21%

insurance-crm's Introduction

Copyright © To Athul Sharma and Euric Santi

##All Rights Reserved © Coding development belongs to Atul; translation, concept and main idea Euric Santi. We thank all people involved in this project. This code can be used to public or private projects, under MIT License, and can be used AS IS, we don't have any responsibility of it, thus will help you implement it and with logic. Also appreciate to check it out and modifications you may seem appropriate.

The Project belongs to Celeste Multimedia ©, for more information contact at www.celestemultimedia.com.do

Design

The project has a user friendly interface with different role types for every user, each role gives type of directives that help management to have more control over all of it. The designed types are:

Super User: all access Owner: Access to see but not modify Sells: Edit and apply changes to policies and it's dependents Cashier: Access to Point of Sales and register payments.

Policies and dependants.

Every insurance company in the world uses a system of policies and its dependents. Our CRM allows management to have these two items separated but together, just as they are in the daily basis; also provides each one with time-lines for payments understood on the CRM as "end_dates", which sets notifications on each end date for it to be paid.

POS (Point Of Sales)

This one is designed to be opened and closed by the cashier, every Open/close function creates a unique ID that helps management tracking movements of daily income/outcome. If an user opens the POS, no other can use it while it has it.

INSTALATION

As it is a Laravel Framework development with PHP, AngularJS and JQuery, you are gonna need to set up a Linux Server with Apache to run it, also configure the Composer on it.

If need help configuring, contact us.

Donations,

BCH: qzkvtcrs4vdh4v4s06nf9q8guxxyxqquzslnmfvk3c

BTC: 1GkYGiCVS911VbHq1U4SvjS8NMTyYcLSpc

XMR: 47ugZPTSDhaexN3SrvH9KKYywewfVtEYhf5teQCt1cf6Ly5T5oMtkHPSgnF4gp39iRaSgJGf9fPhHTbMLvyab8FK8DSvTcC

www.paypal.me/CelesteMultimediaDO

insurance-crm's People

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