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🚀 Quick Start Guide
Welcome! This quick start guide will help you get up and running with ClaApp in just a few minutes.
🔐 Getting Started
1. Access the Application
ClaApp is accessible through your web browser at the URL provided by your system administrator.
Default Login Credentials (Demo/Test)
- Email:
admin@claapp.com - Password:
password123 - Role: Super Administrator
⚠️ Please change these credentials in production environments.
2. Dashboard Overview
After logging in, you'll see the main dashboard which provides:
- System Overview: Key performance indicators and statistics
- Recent Activity: Latest system activities and updates
- Quick Actions: Shortcuts to frequently used functions
- Navigation Menu: Access to all system modules
📋 Essential First Steps
👤 For End Users
- Complete your profile setup
- Explore the customer search functionality
- Learn about the customer onboarding process
- Review policy management features
- Familiarize yourself with the claims process
⚙️ For Administrators
- Review user management and roles
- Configure system settings
- Set up company and product information
- Configure multilingual labels
- Review audit and security settings
🧭 Navigation Guide
Main Menu Structure
- 🏠 Dashboard - System overview and statistics
- 👥 Customers - Customer management and onboarding
- 📋 Policies - Policy administration and management
- 💰 Claims - Claims processing and tracking
- 🏢 Company - Company settings and configuration
- 📊 Products - Insurance product management
- 👤 Users - User accounts and permissions
- ⚙️ Settings - System configuration
- 🔍 Global Search - Search across all modules
🔍 Key Features Overview
Customer Management
Comprehensive customer lifecycle management including:
- Advanced customer search with filters
- Complete customer onboarding workflow
- Individual and corporate customer profiles
- Document management and verification
Policy Administration
Full policy management capabilities:
- Policy creation and underwriting
- Premium calculations and management
- Policy servicing and maintenance
- Beneficiary management
Claims Processing
Streamlined claims workflow:
- Claims registration and documentation
- Automated workflow management
- Approval processes and tracking
- Payment processing integration
🆘 Getting Help
Need More Help?
- Check the FAQs & Troubleshooting
- Browse the Complete User Manual
- Watch Tutorial Videos
- Contact support at
support@claapp.com
🎯 Next Steps
Now that you've completed the quick start:
- Explore: Navigate through different modules to familiarize yourself
- Practice: Use the test environment to try different features
- Learn: Read the detailed user manual for advanced features
- Customize: Configure the system to match your workflows