AgentHub is an Insurance Agent CRM designed to streamline policy management, client communication, and administrative tasks for insurance agents. It provides a comprehensive platform for managing client data, tracking policies, handling renewals, and improving overall productivity. Below is an outline of the features, technologies, and structure for building or utilizing an insurance CRM like AgentHub:

Key Features of AgentHub - Insurance Agent CRM

1. Policy Management:
   • Track and manage clients' insurance policies.
   • Create, update, and renew policies with ease.
   • Set reminders for policy renewals and other critical dates.
   • Document storage for policy-related files (e.g., agreements, claims).
2. Client Management:
   • Maintain an organized client database with detailed contact information.
   • Ability to filter and search client records.
   • Track client interactions, policies, and claims history.
   • Create personalized communication templates for emails, phone calls, or messages.
3. Claims Management:
   • Track claims submitted by clients.
   • View the status of pending or resolved claims.
   • Record and store necessary documentation for claims (e.g., claims forms, evidence).
4. Lead Management:
   • Capture and manage leads for insurance policies.
   • Categorize leads based on potential value and status (e.g., new, in-progress, closed).
   • Generate automated follow-up reminders and updates.
5. Payment Tracking:
   • Manage premium payments, including due dates and amounts.
   • Set up automatic reminders for clients to pay premiums.
   • Record payments and track outstanding balances.
6. Reporting & Analytics:
   • Generate detailed reports on policies, sales, commissions, claims, and payments.
   • View analytics to track business performance and identify trends.
   • Customizable reports for different metrics (e.g., policy types, agent performance).
7. Communication Tools:
   • Integrated email, SMS, or push notifications for client communications.
   • Automated messages for renewals, payment reminders, and new policy offers.
   • Real-time chat or messaging for agent-client interactions.
8. Task & Appointment Management:
   • Set up tasks and appointments for agents to manage their workflow.
   • Synchronize with calendars for real-time tracking and reminders.
   • Assign tasks to agents, track progress, and mark them as complete.

Customer Benefits

• Free Setup on Server
• Free Domain Mapping
• Free SSL Certificates installation from Let’s Encrypt
• Rebranding task like [Logo, Name, Color theme etc] addition charge @173 USD
• For adding new payment gateway addition charge @499 USD

Minimum requirement for setup

• Cloud server from digital Ocean
• Full access of server
• One Gmail account with login details
• App name and logo and color theme
• CRM name
• It will not work on shared hosting. May be user will get installation issue.

AgentHub – Insurance agent CRM (Customer Relationship Management) system involves providing useful information and resources that help agents manage their client interactions effectively

AgentHub Functionalities & Features – An Overview

Agent Have

• Dynamic Dashboard
• Lead Management
• Contact Management
• Policy Management
• Task
• Meetings
• Calls
• Email
• Calendar
• Documents
• Email Templates
• Subscription
• Payment History

Admin Have

• Dynamic Dashboard
• User Mangement
• Create Packages
• Payment History

(Only For Premium Category Products !)

1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.

2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email [email protected] or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

(Only For Membership Category Products !)

Benefits of our Membership Plans

• Instant access to all plugins and all themes including all future releases
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
• Buy or download for FREE by subscribing to our VIP Membership Plan. Join the club of more than 1100+ happy members. This is the same theme as sold by the developer.

Updates:

• We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
• We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
• We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

• Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
• Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

For more information please read FAQs & About Us.

(Only For WHMCS Category Products !)

• We Only provide WHMCS Module, how you can  nulled any module step only !
• Instant access to all plugins and all themes 
• Unlimited domain usage
• Regular Updates as of when available. Usually, updates are released daily.
• Before purchasing, please read the Terms and Conditions & Refund Policy.
• If you have any questions, please first read the FAQs.
• If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
• Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.