InsureBook

Overview

InsureBook is a desktop CLI-based contact management application specifically designed for insurance agents. It helps professionals manage their clientele efficiently by providing robust tools for tracking, organizing, and following up with clients.

Key Features

• Client Management:

  • Create, edit, and delete client profiles
  • Add detailed client information including contact details and policy numbers
  • Tag and categorize clients for easy organization

• Search and Filter:

  • Quickly find clients using various search criteria
  • Filter clients by tags, renewal dates, and other attributes
  • Sort client lists for better insights

• Renewal Tracking:

  • View upcoming policy renewals
  • Set reminders for important client follow-ups
  • Proactively manage client relationships

Target Users

Insurance agents who:

• Need to manage a large client base
• Want to streamline administrative tasks
• Seek to improve client relationship management
• Are moderately tech-savvy

Tech Highlights

• Desktop application with Command Line Interface (CLI)
• Data persistence with automatic saving
• Designed for efficiency and ease of use

• If you are interested in using InsureBook, head over to the Quick Start section of the User Guide.
• If you are interested about developing InsureBook, the Developer Guide is a good place to start.

Acknowledgements

This project is based on the AddressBook-Level3 project created by the SE-EDU initiative.