This video showcases our Insurance ERP backend admin panel designed for insurance agencies, DSAs, agents, and customers. The system provides complete control over insurance categories, policies, users, leads, commissions, campaigns, and AI-powered underwriting. In this demo, we explain: ✔️ How the admin controls insurance products ✔️ How agencies and DSAs are managed ✔️ How agents work inside the CRM ✔️ How customers get instant quotes ✔️ How future panels (Agency Admin, Agent Panel, Tenant Admin) will work This platform is built for: • Insurance companies • Aggregators • DSAs • Brokers • Call centers • Digital insurance startups 📌 Health | Motor | Life | Travel | Property | General Insurance 📌 Multi-tenant architecture 📌 CRM + Softphone + AI underwriting 📌 Campaign & lead management 📌 Role-based access control 👉 Contact us for a live demo 👉 Get early access 👉 Partner with us In the next videos, I will show you: How an Agency Admin manages their ...
📌 1. Business Process Automation (BPA)
✅ Automate repetitive tasks like data entry, file processing, and notifications ✅ Reduce manual errors and increase efficiency ✅ Custom workflows for different industries (eCommerce, SaaS, healthcare, etc.) 📌 2. CRM & Sales Automation ✅ Integrate CRM platforms like HubSpot, Salesforce, or Zoho ✅ Automate lead capture and follow-up emails ✅ Sync customer data between platforms 📌 3. Marketing & Social Media Automation ✅ Auto-post on Facebook, LinkedIn, Twitter, and Instagram ✅ Schedule and automate email marketing campaigns (Mailchimp, SendGrid) ✅ Track social media engagement and generate reports 📌 4. E-Commerce & Order Processing ✅ Automate order processing from Shopify, WooCommerce, or Magento ✅ Sync orders and inventory with accounting tools like QuickBooks and Xero ✅ Send automatic shipping updates via WhatsApp, SMS, or Email 📌 5. Customer Support Automation ✅ Auto-assign support tickets from emails or chatbots ✅ Create automated responses using AI & NLP tools (OpenAI, ChatGPT) ✅ Integrate Zendesk, Freshdesk, or Intercom for seamless support 📌 6. AI & Chatbot Integration ✅ Integrate OpenAI/GPT models into business workflows ✅ Automate chatbot responses on WhatsApp, Telegram, and Messenger ✅ Generate AI-powered content for blogs and marketing 📌 7. Data Scraping & Report Generation ✅ Extract data from websites and store it in Google Sheets or databases ✅ Automate periodic report generation and email delivery ✅ Visualize data using Power BI, Google Data Studio, or Tableau 📌 8. DevOps & IT Automation ✅ Automate server monitoring and notifications (AWS, GCP, Azure) ✅ Manage backups and schedule system updates ✅ Auto-create Jira, ClickUp, or Asana tasks from emails/messages 📌 9. Finance & Accounting Automation ✅ Sync invoices between Stripe, PayPal, and QuickBooks ✅ Automate expense tracking and reconciliation ✅ Generate financial reports and send alerts for anomalies 📌 10. Custom API & Webhook Integrations ✅ Connect multiple apps using webhooks ✅ Develop custom workflows tailored to client needs ✅ Create API-based automation for SaaS and enterprise applications Pricing Models I Can Offer 💰One-time workflow setup (Fixed pricing per workflow)
Subscription-based automation (Monthly maintenance & updates)
On-demand support & customization (Hourly rate)
📌 Why Choose Me?
✔ 10+ Years of Experience in Workflow Automation & API Integration
✔ Fast Delivery & Clear Communication
✔ Custom Workflows Tailored to Your Business
✔ Ongoing Support & Scalability Options
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📩 Let’s automate your business! Message me before ordering to discuss your requirements.