Live client demo
Insurance agency demo: working business software
A working finance, accounting & insurance application for an insurance agency business, with 7 connected screens: Dashboard, Clients, Service Requests, Advisors, Billing, Reports, User Flow. Add records, change statuses, generate invoices and open reports - everything below is interactive.
Dashboard
Live overview of Golden Gate Insurance Agency. Every figure updates as you add or change records in the other screens.
Service requests needing attention
- SER-1002 - Mei KapoorReceived
- SER-1007 - Ananya TanDocuments pending
- SER-1008 - Meera WilsonDocuments pending
- SER-1009 - Mei KapoorReceived
- SER-1010 - Mei HussainReceived
- SER-1012 - Kavya PatelDocuments pending
Recent activity
- Meera Wilson - Service request SER-1001 is in progress2 min ago
- Mei Kapoor - Service request SER-1002 is received14 min ago
- Arjun Fernandes - Service request SER-1003 is cancelled38 min ago
- Anita Pillai - Service request SER-1004 is completed1 hr ago
- Mei Hussain - Service request SER-1005 is cancelled2 hrs ago
- Mei Hussain - Service request SER-1006 is in progressYesterday
Business problems this demo solves
Problem
Service requests are taken by phone and diaries, so double-bookings and missed slots cost you money.
Training Trains solution
Service Requests gives one live schedule with status tracking for every service request.
Problem
Clients details live in scattered notebooks and chats.
Training Trains solution
Clients keeps a searchable record with contact details, history and status.
Problem
You cannot tell how busy each advisor is or who is free.
Training Trains solution
Advisors shows availability and daily workload so work is spread fairly.
Problem
Invoices are written by hand and payments are chased manually.
Training Trains solution
Billing creates tax-ready invoices from your price list and tracks what is paid or pending.
What is inside this insurance agency demo
- Dashboard - Live KPIs, charts and a needs-attention list.
- Clients - Searchable records you can add to, edit and delete.
- Service Requests - Searchable records you can add to, edit and delete.
- Advisors - Searchable records you can add to, edit and delete.
- Billing - Invoice builder with tax, discount and paid / pending tracking.
- Reports - Charts calculated from live data, with CSV export.
- User Flow - A step-by-step customer journey you can jump into.
All sample names, prices and figures are generated for illustration. Anything you add stays in your own browser - nothing is sent to us. This is a template; the real system is built around your actual business.
Want this for your insurance agency business?
We tailor the screens, fields and reports to how your business really works, and launch it on your own domain.
Discuss This On WhatsApp