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Insurance Brokerage Frontend

A modern insurance brokerage management system built with Next.js, TypeScript, and Tailwind CSS.

🚀 Features

Manager Dashboard

  • Client Management
    • Add/Edit/Delete clients
    • Search and filter clients
    • Assign clients to sales reps
    • View client details and policies
  • Sales Rep Management
    • Monitor sales rep performance
    • View assigned clients
    • Track policy sales

Underwriter Dashboard

  • Policy Management
    • Create new insurance policies
    • Edit existing policies
    • Archive policies
    • Search and filter policies
  • Policy Types
    • Life Insurance
    • Health Insurance
    • Vehicle Insurance

Sales Rep Dashboard

  • Client Management
    • View assigned clients
    • Add new clients
    • Track client policies
  • Policy Management
    • View available policies
    • Create policy applications
    • Track policy status

🔗 URLs

Manager Dashboard

  • Main Dashboard: /manager-dashboard
  • Client Management: /manager-dashboard/clients
  • Sales Rep Management: /manager-dashboard/sales-reps

Underwriter Dashboard

  • Main Dashboard: /underwriter-dashboard
  • Policy Management: /underwriter-dashboard/policies

Sales Rep Dashboard

  • Main Dashboard: /sales-rep-dashboard
  • Client Management: /sales-rep-dashboard/clients
  • Policy Applications: /sales-rep-dashboard/policies

🛠️ Technical Stack

  • Framework: Next.js 14
  • Language: TypeScript
  • Styling: Tailwind CSS
  • Icons: Lucide Icons
  • State Management: React Hooks
  • Form Handling: React Forms
  • Authentication: NextAuth.js (to be implemented)
  • API Integration: REST API (to be implemented)

📦 Project Structure

src/
├── app/
│   ├── (manager)/
│   │   └── manager-dashboard/
│   ├── (underwriter)/
│   │   └── underwriter-dashboard/
│   └── (sales-rep)/
│       └── sales-rep-dashboard/
├── components/
│   ├── ui/
│   └── shared/
└── lib/
    └── utils/

🚀 Getting Started

  1. Clone the repository:
git clone https://github.com/your-username/insurance-brokerage-frontend.git
  1. Install dependencies:
npm install
  1. Run the development server:
npm run dev
  1. Open http://localhost:3000 in your browser.

🔧 Environment Variables

Create a .env.local file in the root directory:

NEXT_PUBLIC_API_URL=your_api_url
NEXTAUTH_SECRET=your_secret
NEXTAUTH_URL=http://localhost:3000

📝 Development Guidelines

  1. Code Style

    • Use TypeScript for type safety
    • Follow ESLint rules
    • Use Prettier for formatting
  2. Component Structure

    • Use functional components
    • Implement proper TypeScript interfaces
    • Follow atomic design principles
  3. State Management

    • Use React hooks for local state
    • Implement proper error handling
    • Add loading states
  4. Styling

    • Use Tailwind CSS classes
    • Follow mobile-first approach
    • Maintain consistent spacing

🤝 Contributing

  1. Fork the repository
  2. Create your feature branch (git checkout -b feature/AmazingFeature)
  3. Commit your changes (git commit -m 'Add some AmazingFeature')
  4. Push to the branch (git push origin feature/AmazingFeature)
  5. Open a Pull Request

📄 License

This project is licensed under the MIT License - see the LICENSE file for details.

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