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🚀 Quick Start Guide
Current Baseline: ClaApp is currently running as a live enterprise demo at https://app.claapp.com.ng. This guide reflects the current validated application state.
🔐 Getting Started
1. Access the Application
ClaApp is accessible through the live application URL or the URL provided by your system administrator.
Current Application URLs
- Main application:
https://app.claapp.com.ng - Documentation hub:
https://app.claapp.com.ng/documentation - Bug tracker:
https://app.claapp.com.ng/documentation/bugs - API base:
https://app.claapp.com.ng/api/v1
Default Login Credentials (Demo/Test)
- Email: Provided by your administrator
- Password: Provided through the approved access channel
- Role: Assigned according to your demo persona
Use only for the approved demo environment. Rotate or remove demo credentials before handling real customer data.
2. Dashboard Overview
After logging in, you'll see the main dashboard which provides:
- System Overview: Key performance indicators and statistics
- Action Center: Compact command rail for proposals, underwriting, claims, documents, and exception queues
- Operational Queues: Drill-through links for open underwriting, overdue work, and new business handoff
- Navigation Menu: Role-aware 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
- 📚 Documentation - Product docs, test procedures, bug tracker, and project status
✅ Current Demo Health
Validated
- 1,136 active document files verified
- 0 missing active document files
- 0 demo lifecycle relationship gaps
- 376 authenticated routes probed with no confirmed failures
- 0 open and 0 in-progress bug tracker items
Known Backlog
- One orphaned public document file remains for relink/delete decision
- Underwriting scenario diversity needs richer demo seeding
- Role matrix and API contract automation are planned
- A single
qa:certify-demowrapper is planned
🔍 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
[email protected]
🎯 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