Shieldpoint: Insurance dashboard template
Policies, claims and renewals for an independent insurance agency.
34 pages. Light and dark themes. MIT license, free for business use.
- 34pages included
- 5things you can manage
- 2themes, light and dark
- MITlicense
What you can manage
- Policies – Policies you have placed for clients.
- Claims – Claims your clients have made.
- Clients – Households and businesses you insure.
- Quotes – Quotes waiting for a decision.
- Carriers – Insurance companies you work with.
At a glance on the overview page
- Written premium
- Active policies
- Open claims
- Renewal rate
Extra tools
- Claims board – Every claim from first notice to payout.
- Renewals – Policies renewing this month.
- Commission report – What you earned from each carrier.
- Claims map – Where claims are coming from.
- Policy document – A printable summary of cover.
- Top agents – Who wrote the most premium this quarter.
- Client messages – Questions from clients.
What is inside the 34 pages
- Overview1 page
A live dashboard home with charts and key numbers.
- 5 record types15 pages
A list, a detail page and a form for each one.
- Special tools7 pages
A calendar, kanban board, report or similar view for each.
- Workspace7 pages
Team, notifications, activity log, settings, profile, help and a UI kit.
- Sign in4 pages
Login, sign up, forgot password and a 404 page.
Example organization used in the demo: Shieldpoint Insurance Agency.
More finance dashboards
FAQ
Questions about this template
Is this dashboard free to use?
Yes. It uses the MIT license, so you can use it in personal, client and commercial projects at no cost.
Does it need a framework or build step?
No. It is plain HTML, CSS and JavaScript. Open a page in a browser, or upload the folder to any host.
Can I connect it to my own data?
The pages use realistic sample data so you can see every screen. Replace it with your own API or database when you build your app.
Can I change the colors and text?
Yes. Colors are CSS variables at the top of each stylesheet, and all text is plain HTML you can edit directly.