Insurance Companion
A comprehensive insurance management admin panel purpose-built for insurance offices — giving agents, admins, and management a single platform to track policies, manage clients, monitor agent networks, and stay ahead of renewals. Built with Angular 17, PrimeNG 17, Node.js, and MongoDB, Insurance Companion brings full operational control behind a secure, role-based interface.
Complete Feature Modules
Everything an insurance office needs — from policy issuance and client management to agent networks, renewal alerts, and performance reporting.
Role-Based Dashboards
Dedicated KPI dashboards for ROOT, ADMIN, and STAFF roles — each surfacing the metrics and actions most relevant to that user level.
Policy Management
Full lifecycle management of insurance policies with status tracking across New, Lost, Certificate, Extension, and Endorsement stages.
Client Management
Comprehensive client profiles with contact details, linked policies, and full interaction history for relationship-driven service.
Agent Management
Manage agents with their assigned policy portfolios, performance metrics, and commission visibility — all in one structured view.
Sub-Agent Management
Multi-tier distribution support with a nested sub-agent hierarchy under each parent agent for complex sales network structures.
Near Expire Tracking
Proactive expiry dashboard listing all policies nearing their renewal date, ensuring no renewal opportunity is ever missed.
Performance Reports
Analytics and metrics on admin and staff performance across all policy activities for data-driven management decisions.
Reminder System
Configurable reminders for policy renewals, client follow-ups, and key interactions to keep the team proactive and organised.
Product Type Management
Flexible configuration of insurance product categories and types to adapt the platform to any insurance product portfolio.
Customer Policies
Centralised customer-facing policy repository giving a clear, consolidated view of all active insurance policies in one place.
Email Sent Logs
Complete audit trail of all system-generated and manual email communications for compliance and team accountability.
User & Staff Management
Role-based account management for Admin and Staff users with granular access control and permission assignment.
End-to-End Insurance Workflow
Insurance Companion guides every user from secure login through policy issuance, renewal tracking, and reporting — without friction.
What Makes It Stand Out
Insurance Companion isn't just an admin panel — it's a complete insurance operations engine with role-based access, proactive renewal tracking, and multi-tier agent management.
Three-Tier Access Control
ROOT, ADMIN, and STAFF roles each have completely separate menus, dashboards, and permissions — zero overlap, zero over-exposure.
Policy Lifecycle Management
Every policy is tracked from issuance through renewal with status flags across 5 stages, giving ops teams full-pipeline visibility.
Proactive Renewal Engine
The Near Expire module surfaces at-risk policies before they lapse, turning renewal follow-ups from reactive to proactive.
Full Agent Hierarchy
Multi-level agent and sub-agent management with linked policy portfolios gives managers total visibility across the distribution network.
Real-Time Analytics
Performance dashboards with Chart.js visualisations give management instant, role-appropriate insight into team KPIs and trends.
Secure Cloud Architecture
JWT token authentication, MongoDB with encrypted APIs, and AWS S3 file storage ensure data security at every layer of the stack.
Powerful Admin Panel
A complete insurance back-office — 12 modules covering every operational need from policy management to analytics and user access control.
Technology Stack
A modern, production-grade stack chosen for security, scalability, and the rich UI experience insurance professionals expect.
What the Client Says
"Insurance Companion completely transformed how we manage our daily operations. Policy tracking that used to take hours is now instant — and the Near Expire module alone has saved us countless renewals we would have missed. Our agents love their dedicated dashboard, and the admin team finally has the reporting visibility they needed. SAVA understood exactly what an insurance office needs and delivered it flawlessly."
