AgentHub – Insurance Agent CRM | Policy Management CRM | Policy Management System

AgentHub – Insurance Agent CRM

• Created: 02/14/2024
• By: Samyotech Software Solutions Pvt Ltd
• samyotech@gmail.com
• Connect on Whatsapp

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

Please Take a Tour Of Our fuelwise With This Credentials

AgentHub Setup Document Setup Document Link

Agent Panel Login Details

AgentHub: AgentHub – Insurance Agent CRM

Agent Email ‒ arun@gmail.com

Password ‒ arun@123

Admin Panel Login Details

AgentHub: AgentHub – A Insurance Agent CRM

Admin Email ‒ varun@gmail.com

Password ‒ varun@123

What Will You Get

• Frontend Code React JS
• Backend Code NodeJS
• MongoDB Collection Database
• Api Docs Of Postman

Source And Credit

I am happy to credit the below

• Freepik
• Jquery
• Poppins
• Bootstrap.com
• Colorlib

If you have any questions please feel free to Email via my user page contact form here. Thank you!