🛡️ InsurAI – AI-Powered Corporate Insurance Automation & Intelligence System

InsurAI is a full-stack web platform designed to modernize corporate insurance management for users, agents, and administrators. It features AI voice query handling, smart appointment scheduling, comprehensive plan management, and a rich analytics dashboard.

---

🚀 Tech Stack

Layer	Technology
Frontend	HTML5, CSS3, JavaScript (React-ready)
Backend	Spring Boot 3.x (Java 17)
Database	MySQL 8.0
Authentication	JWT (JSON Web Tokens)
Security	Spring Security + BCrypt
Notifications	JavaMail (SMTP) + Twilio SMS
AI Voice	Browser Speech API + OpenAI Whisper
ORM	Spring Data JPA + Hibernate

---

📁 Project Structure

InsureAI/
├── frontend/                        # Frontend (HTML/CSS/JS)
│   ├── index.html                   # 🏠 Home Page
│   ├── assets/
│   │   ├── css/main.css             # Global design system
│   │   └── js/app.js                # Global utilities
│   └── pages/
│       ├── auth.html                # 🔐 Login / Register
│       ├── user-dashboard.html  # 👤 User Portal
│       ├── agent-dashboard.html     # 🧑‍💼 Agent Portal
│       ├── admin-dashboard.html     # ⚙️ Admin Portal
│       ├── plans.html               # 📋 Insurance Plans
│       └── class-diagram.html       # 🏗️ Architecture & Class Diagrams
│
└── backend/                         # Spring Boot REST API
    ├── pom.xml
    └── src/main/
        ├── java/com/insurai/
        │   ├── InsurAIApplication.java
        │   ├── model/               # JPA Entities
        │   │   ├── User.java
        │   │   ├── Agent.java
        │   │   ├── Appointment.java
        │   │   ├── Plan.java
        │   │   └── Notification.java
        │   ├── controller/          # REST Controllers
        │   │   ├── AuthController.java
        │   │   ├── AppointmentController.java
        │   │   └── ...
        │   ├── service/             # Business Logic
        │   ├── repository/          # JPA Repositories
        │   ├── dto/                 # DTOs & Response Wrappers
        │   ├── security/            # JWT Filter & Utility
        │   └── config/              # Spring Security Config
        └── resources/
            ├── application.yml      # App Configuration
            └── schema.sql           # MySQL Schema + Seed Data

---

🖥️ Pages Overview

Page	URL	Users
🏠 Home	/index.html	Public
🔐 Login/Register	/pages/auth.html	Public
👤 User Dashboard	/pages/user-dashboard.html	User
🧑‍💼 Agent Dashboard	/pages/agent-dashboard.html	Agent
⚙️ Admin Dashboard	/pages/admin-dashboard.html	Admin
📋 Insurance Plans	/pages/plans.html	Public
🏗️ Architecture	/pages/class-diagram.html	Public

---

🔑 Demo Login (Frontend Simulation)

Role	Action
👤 User	Click User demo button on login page
🧑‍💼 Agent	Click Agent demo button on login page
⚙️ Admin	Click Admin demo button on login page

Or use these email prefixes:

• admin@... → Admin Dashboard
• agent@... → Agent Dashboard
• Any other email → User Dashboard

---

✨ Key Features

User Portal

• 📋 View active insurance plans & coverage
• 📅 Multi-step appointment booking with calendar
• 🎤 Voice AI assistant for instant answers
• 🔔 Real-time notifications (appointments, renewals)
• 🕒 Appointment history with status

Agent Portal

• ✅ Accept / Reject appointment requests
• 🗓️ Set weekly availability & block time off
• 👥 View assigned customer portfolio
• 📊 Performance analytics dashboard

Admin Portal

• 👥 User Management (Add/Edit/Delete)
• 🧑‍💼 Agent Management & verification
• 📋 Plan Management (Create/Edit/Activate)
• 📅 All Appointments view with filters
• 📊 Analytics with bar charts & donut charts
• 📧 Bulk notification sender with templates
• ⚙️ System settings & integrations

---

🛡️ Security Features

• JWT Authentication – Stateless, secure token-based auth
• Role-Based Access Control (RBAC) – User / Agent / Admin
• BCrypt Password Hashing – Strength factor 12
• Email Verification – Required for account activation
• SQL Injection Prevention – JPA parameterized queries
• CORS Configuration – Restricted to frontend origins

---

🗃️ Database Schema

Key tables:

• users – Users and system users
• agents – Insurance agents with availability
• appointments – With unique constraint on (agent_id, date, time) for conflict prevention
• plans – Corporate insurance plans
• plan_features – Plan feature list
• user_plans – Many-to-many enrollment
• notifications – Email/SMS/in-app alerts
• admin_logs – Audit trail

---

🚀 Getting Started

Prerequisites

• Java 17+
• MySQL 8.0+
• Maven 3.8+

Backend Setup

# 1. Create MySQL database
mysql -u root -p < backend/src/main/resources/schema.sql

# 2. Configure database credentials
cp .env.example .env
nano .env

# 3. Build and run
cd backend
mvn clean install
mvn spring-boot:run

API will be available at http://localhost:8080/api

The backend now loads database settings automatically from the project-level .env file. If .env is missing, it falls back to the bundled H2 database for local development.

Frontend Setup

Simply open the HTML files in a browser:

# Open home page
xdg-open frontend/index.html

---

📊 API Endpoints

Method	Endpoint	Description
POST	/api/auth/register	Register new user
POST	/api/auth/login	Login + get JWT
GET	/api/plans	Get all plans
POST	/api/appointments/book	Book appointment
PUT	/api/appointments/{id}/accept	Agent accepts
PUT	/api/appointments/{id}/cancel	Cancel booking
GET	/api/admin/analytics	Admin analytics

---

📸 Screenshots

Visit /pages/class-diagram.html#screenshots for the screenshot placeholder section.

---

📝 Project Information

Field	Detail
Project Name	InsurAI
Domain	InsurTech / AI / Corporate HR
Type	Full-Stack Web Application
Year	2025–2026
Backend	Spring Boot 3.x (Java 17)
Frontend	HTML5 · CSS3 · JavaScript
Database	MySQL 8.0
Auth	JWT + Spring Security

---

InsurAI – Making Corporate Insurance Management Smarter, Faster, and User-Friendly.