prolinkinfo / insuranceprocrm

InsurancePro CRM: Empowering insurance agents with a comprehensive and intuitive platform to seamlessly manage clients, policies, and leads.

Welcome to InsurancePro CRM - Your Ultimate Insurance Agent Companion 🏆

InsurancePro is a cutting-edge Customer Relationship Management (CRM) platform tailored specifically for insurance agents. This open-source solution empowers you to streamline your interactions, nurture leads, and enhance customer relationships. Built with ReactJS and the powerful MERN stack, InsurancePro is your one-stop shop for efficient client management.

InsurancePro CRM

Key Features

1. Intuitive Dashboard: Gain a comprehensive overview of your clients, policies, and leads at a glance.
2. Lead Management: Seamlessly track leads and turn them into loyal clients.
3. Policy Tracking: Keep tabs on policies, premiums, and renewals effortlessly.
4. Customization: Tailor the CRM to your unique workflow and branding.

Ready to elevate your insurance business? Check out our Installation Guide to get started.

Installation

Getting started with InsuranceCRM Pro is a breeze. Follow our comprehensive installation guide to set up the CRM in your local environment. Whether you're an experienced developer or new to the stack, our step-by-step instructions will have you up and running in no time.

Installation Guide

For detailed instructions and troubleshooting, refer to our Installation Guide.

Contributing

Join the InsurancePro Community!

We welcome contributions from the community to make InsurancePro even better. Whether you're a developer, designer, or insurance industry expert, your input is invaluable. Here's how you can contribute:

1. Fork the repository and create a new branch for your feature/fix.
2. Make your changes and submit a pull request.
3. Engage in discussions and provide feedback on existing issues.
4. Collaborate with the core team to brainstorm new features.

For a complete guide on contributing, please refer to our Contributing Guidelines.

**Support **

We're Here to Help!

Encountered a bug? Have a suggestion? Need a new feature? We're all ears. Our team is dedicated to providing top-notch support to ensure your experience with InsurancePro is seamless. Don't hesitate to open an issue or reach out to us at [email protected].

License

License Information

InsurancePro is released under the MIT License. This means you're free to use, modify, and distribute the software. Refer to the full license text for more details.

Keeping in Touch

Customization and Beyond

We understand that every insurance agency is unique. If you require custom features, enhancements, or even a fully tailored version of InsurancePro, our team is here to make it happen. Reach out to us at [email protected] to discuss your requirements.

Demo

Here are the demo link credentials.

https://insurance-crm.vercel.app/

Admin access:

Username: [email protected] Password: admin123

Regular access:

Username: [email protected] Password: user123

Social Media

Stay Connected

Follow us on social media to stay up-to-date with the latest InsurancePro updates, tips, and industry insights: