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Financial Literacy Web Application Development for Insurance Education and Resource Management

capitalnumbers.com

Non-profit

Insurance

Financial services

Challenge in Financial Education and Resource Management

Insurance companies lacked a centralized platform to upload and manage marketing resources while educating the public about financial planning. Existing solutions failed to combine secure resource management with comprehensive financial literacy tools, limiting market reach and educational impact.

About the Client

A nonprofit organization providing financial literacy resources and insurance product information since 1994

Objectives for Enhanced Financial Literacy Platform

Create secure user authentication for insurance companies
Implement resource management system for marketing assets
Develop channel tracking for insurance agents and policies
Integrate calendar functionality for marketing scheduling
Enable social media sharing of educational content
Provide compliance reporting capabilities

Core System Functionalities

Secure user registration and profile management
Marketing resource upload (flyers, videos, infographics)
Channel management for agent tracking
Resource library with metadata tracking
Calendar integration for campaign scheduling
Social media sharing plugins
Compliance reporting dashboard

Technology Stack Requirements

Laravel

Vue.js

Tailwind CSS

External System Integrations

Social media platforms (Facebook, Twitter, LinkedIn)

Non-Functional Requirements

High security authentication and authorization
Scalable cloud infrastructure
Responsive UI/UX design
Performance optimization for media assets
Cross-browser compatibility

Expected Impact on Financial Literacy and Insurance Awareness

The platform will enhance financial education accessibility while providing insurance companies with tools to improve marketing efficiency. Streamlined resource management and social sharing capabilities are expected to increase market reach by 40%, with improved compliance tracking reducing administrative overhead by 30%.