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Case study · Insurance

Online Insurance Sales & Claims Platform

An online insurance sales and claims platform: browse plans, request quotes, manage policies and submit and track claims digitally, with an admin dashboard for the insurer team.

  • Web platform
  • UI/UX
  • Development
Online Insurance Sales & Claims Platform preview
Client
Confidential (under NDA)
Industry
Insurance
Our role
Platform design, development and launch
Built with
  • Laravel
  • PHP
  • MySQL
  • Bootstrap

Key achievements

  • Plan pages that explain cover in plain language
  • Online quote and application requests
  • Claim submission with document upload
  • Live claim status for customers
01

The challenge

Insurance is often bought in a hurry and remembered only when something goes wrong. Customers want to understand plans quickly and, at claim time, know exactly what to do next. We built a platform that makes both easier.

What users and owners were struggling with

  • Confusing plans. Policy details and terms are hard to compare, so buyers hesitate or call an agent for every question.
  • Slow quotes. Waiting for a callback loses people who were ready to decide.
  • Paperwork-heavy claims. Customers do not know what documents to send or where they are in the process.
  • No visibility after submitting. Without status updates, people keep calling to ask what is happening.
  • Weak trust online. Buying a financial product needs a clear, professional, secure experience.
02

Our approach

We designed the platform around the two moments that matter: choosing a plan with confidence, and filing a claim without stress.

How we solved it

  • Plan catalogue. Plans presented in plain language with the key benefits first.
  • Quote and enquiry flow. A short form captures what the team needs to respond quickly.
  • Customer accounts. Policies and documents in one place.
  • Digital claims. Step-by-step submission with document upload.
  • Claim tracking. Clear status from submitted to settled, so customers are not left guessing.
  • Admin dashboard. The insurer team manages plans, enquiries, customers and claims.

What we built

Key features and decisions.

01

Plan catalogue

Clear plan pages with benefits, eligibility and premium information.

02

Quote and enquiry flow

Customers request a quote and the team follows up from the dashboard.

03

Customer accounts

Policies, documents and claims in one secure customer area.

04

Claim submission

Raise a claim online and upload supporting documents.

05

Claim tracking

Status updates from submitted to in review to approved.

06

Admin dashboard

Manage plans, leads, customers and claims with role-based access.

Product walkthrough

See it in action.

Illustrative walkthrough using sample data, not a client's live account.

How we delivered

From brief to launch.

  1. 01

    Discover

    Goals, users and scope agreed before any design work.

  2. 02

    Design

    Layouts and flows reviewed with the client as real screens.

  3. 03

    Build

    Clean engineering with an admin panel the client controls.

  4. 04

    Launch

    Testing, deployment and handover with documentation.

03

The outcome

A professional online insurance portal where customers can compare plans, request quotes and follow claims, and where the team manages sales and claims from one dashboard. Built on Laravel, PHP and MySQL.

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