Lin K Insurance Broker
Overview
The platform “policy.linkkinsurancebroker.com” is a digital policy management system developed to organize, monitor, and manage insurance policies electronically.
It replaces the old paper‑based process and centralizes all policy data into a secure admin panel with multi-user access.
The dashboard gives complete insights including total policies, expired policies, renewed policies, company-wise data, customer activity status, department breakdown, latest policy entries, renewal history, and top customers with premium amounts.
This provides business transparency and easy access to all insurance-related documents and analytics.
Problem Statement
- Poor keyword visibility for key products and business divisions
- Outdated on-page SEO structure and inconsistent meta information.
- Slow page loading speed impacts user experience and ranking.
- Lack of structured analytics to measure website performance.
- Minimal organic leads coming through their corporate website.
Solution
- Centralized admin dashboard
- Role-based multi-user login and permissions.
- Digital storage of all policy documents.
- Graphical charts for customer activity and department-wise distribution.
- Latest 5 policy list, renewed policy list, and non-renewed policy alerts.
- Company-wise policy summary for quick analytics.
- Policy upload module to maintain scanned digital records.
- Filterable reports by date range, customer, policy type, company, etc.
- Customer management with contact and premium details.
Outcome
Paper files were fully eliminated.
Faster access to any customer or policy document.
Reduced manual errors significantly.
Customer renewals were tracked effectively with real-time alerts.
Management gained real-time visibility into business performance.
Premium amounts, customer statistics, and company-wise reports became instantly accessible.
Reports can now be generated with a single click.
