AgentHub – Insurance Agent CRM

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

AgentHub: AgentHub – Insurance Agent CRM
Agent Email ‒ arun@gmail.com
Password ‒ arun@123 $\\$ 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

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Source And Credit

I am happy to credit the below

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

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