Insurance Agency Admin ERP | Leads & Agent Control Demo

Name: Insurance Agency Admin ERP — Leads and Agent Control
Uploaded: 2025-11-30T00:00:00+05:30
Duration: 13 min 25 s
Channel: Pankaj Joshi
Description: Admin-panel demo for insurance agencies — DSA and agent control, lead allocation, campaigns and calling oversight.

Type: CONFIDENTIAL PROJECT
Duration: 13:25
Stack: Insurance · Admin ERP · Leads · Agents
Proof: YouTube walkthrough · linked case study

Watch the demo

Open on YouTube → · Duration 13:25 · Full playlist

What this demo shows

Direct answer: Agency owners see agents, leads and campaigns. Missed follow-up stops being invisible. The recording is the system — not a slide deck. Architecture: Insurance ERP + WebRTC case study.

DSA, agency and agent hierarchy in one admin console.
Lead allocation and campaign oversight for the people who own the book.
Calling visibility so a missed follow-up is an operations event.

What this is not

Not a slide deck or logo animation — the recording is the running product.
Not a Genesys, Five9, Twilio Flex or public PBX login on unifiedPBX.in.
Not an insurer, broker or regulated entity — software only.

Client names stay off public pages where work is confidential. Figures on screen are from demo or evaluation data unless a linked case study says otherwise.

Video chapters

Jump points for humans and crawlers. Timestamps open the same recording on YouTube.

Time	Segment
0:00	Segment 1 DSA, agency and agent hierarchy in one admin console.
4:28	Segment 2 Lead allocation and campaign oversight for the people who own the book.
8:56	Segment 3 Calling visibility so a missed follow-up is an operations event.
12:40	Wrap-up How the screens fit a real deployment and what to read next on this site.

Who should watch

Operations leaders consolidating CRM, finance and telecom billing
Contact-center operators, BPO tech leads and CCaaS founders

Technology in the recording

Insurance
Admin ERP
Leads
Agents

On this site

Case study, service or article for the same system.

Insurance ERP + WebRTC case study →Admin ERP article → About Pankaj Joshi → All demos →

YouTube

Watch on YouTube →

Working-system playlist →

Questions this demo answers

No. UnifiedPBX.in is a consulting and build practice. The recording is software you would operate or commission — not a public tenant login.

A working-system walkthrough of insurance agency admin erp — leads and agent control — real admin and operator screens, not a marketing reel.

See Insurance ERP + WebRTC case study for architecture, roles and honest gaps.

Yes. Share the current stack and the slice you need through the contact form. The first reply is architecture — not a generic quote.

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Building something in this class?

Share the workflow, current stack and constraints. The first reply is an architecture-minded review.

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