Job Oriented Courses for Everyone! Open to All Graduates, Diplomas, Long Years Gap, Passouts & Non-IT Fields.  Enquire Now📩
Enquire Now
Banner Images

PolicyPro – Insurance Agent Portal

Project Overview
  • Project Title: PolicyPro – Insurance Agent Portal
  • Domain: Insurance
  • Technology Stack: Java 17, Spring Data JPA, MySQL, HTML, CSS, React
  • Duration: 3 Weeks
Project Description

PolicyPro is a web-based portal that empowers insurance agents to manage clients, create and update policies, track premium payments, and handle claims in an efficient and organized manner. It streamlines interactions between insurance companies, agents, and customers, offering personalized dashboards, automated reminders, and detailed policy analytics for better decision-making and customer engagement.

Key Objective
  • Allow agents to manage their client base and associated insurance policies efficiently.
  • Streamline the process of policy creation, renewal, and cancellation.
  • Enable tracking and scheduling of premium payments and send automated reminders.
  • Support claim filing, tracking, and resolution workflow.
  • Offer dashboards with analytics on performance, sales, and renewals.
  • Ensure secure access through role-based permissions (Agent, Admin, Customer).
  • Improve communication through integrated notifications and email services.
Core Feature
  • Agent registration and KYC verification.
  • Add/update/view customer details and linked policies.
  • Generate and share policy documents and payment receipts.
  • Dashboard showing total active clients, upcoming renewals, and earnings.
  • Premium payment tracker and due-date reminders.
  • Claim management: submit documents, update status, and communicate with underwriters.
  • Admin panel to manage agents and system-wide settings.
  • Notification system via email/SMS for policy updates and reminders.

Tools & Technologies Used

Category Tools / Technologies
Language Java 17
Framework SpringBoot
ORM Spring Data JPA
Inter-Service Communication Feign Client, REST APIs
Payment APIs Stripe, Razorpay
Message Queue Apache Kafka / RabbitMQ (for async events)
Notification Service Java Mail, Twilio (SMS)
File storage AWS S3 / local file system
Database MySQL (main database), Redis (cache), MongoDB (optional for large transaction logs)
Authentication & Security Spring Security + JWT + OAuth2
API Documentation Swagger / SpringDoc OpenAPI
Logging & Monitoring Log4j, ELK Stack (Elasticsearch, Logstash, Kibana)
FrontEnd React.js
Visualization & Reporting JasperReports / Apache POI
Building Tools & Dependencies Maven, Git, Jenkins
Cloud and Deployment AWS EC2, Docker, RDS (MySQL)

Prerequisites

💻 System Requirements
  • Operating System: Windows / macOS / Linux
  • Minimum 8 GB RAM (12–16 GB recommended)
  • Java JDK 17 installed and configured in system PATH
  • Node.js with npm/yarn (for frontend React development)
  • Docker installed (for containerization and local deployment)
  • MySQL and Redis installed locally or accessible via cloud (e.g., AWS RDS & ElastiCache)
📦 Software Dependencies
  • Spring Boot (for microservice and backend API)
  • Spring Security + JWT (for authentication & role-based access)
  • Spring Data JPA (for ORM with MySQL)
  • React.js (frontend portal for agents and admin)
  • Java Mail API & Twilio (for email and SMS communication)
  • JasperReports / Apache POI (for policy reports, analytics, and receipts)
  • Swagger / SpringDoc OpenAPI (for API testing and documentation)
  • Log4j (for logging)
🧰 Tools & Services
  • IDE: IntelliJ IDEA / Eclipse (for backend), VS Code (for frontend)
  • Testing Tools: Postman (API testing), JUnit, Mockito (unit testing)
  • CI/CD: Jenkins (automated build and deployment)
  • Version Control: Git + GitHub
  • Cloud Services: Docker, AWS EC2 (server), AWS S3 (file uploads), AWS RDS (MySQL DB)
🌐 Technical Knowledge
  • Understanding of REST API development using Spring Boot
  • Knowledge of JWT authentication and role-based access control
  • Basic experience with React.js for creating dynamic dashboards
  • Familiarity with policy workflow concepts (issuance, renewal, claims)
  • Experience with payment gateway integration (e.g., Razorpay, Stripe)
  • Understanding of cloud deployment using Docker and AWS
  • TechnologyJava
  • TypeWeb Application
  • Duration3 weeks
  • ModeOnline/Offline
  • CertificateYes
  • Project ReviewIncluded
  • Doubt SupportLive & Chat Support
  • Career SupportResume & Interview Tips
Enroll Now
JTC’s Self-Paced Learning

Learn at your pace, anytime and anywhere, with our self-paced courses

Enquiry Now 📩