Documentation

Complete guides to help you get the most out of Midas Portal

DOCUMENTATION

Overview

Welcome to the Midas Portal documentation. This comprehensive guide will help you understand and utilize all features of our insurance management platform.

User Guide

Step-by-step instructions for all features

Read Guide
API Reference

RESTful API documentation for developers

View API Docs

User Guide

Initial Setup
  1. Log in to your Midas Portal account
  2. Complete your company profile
  3. Add staff members and assign roles
  4. Configure master data (insurance companies, products, etc.)
  5. Set up notification preferences
Dashboard Overview

The dashboard provides a quick overview of your insurance business metrics including active policies, pending renewals, recent claims, and revenue analytics.

Adding Customers

Navigate to Customers → Add New and fill in the required information including personal details, contact information, and family members.

Family Management

Link family members to create a complete household view. This helps in managing family floater policies and tracking all policies for related individuals.

Creating Policies

Go to Policies → Create New. Select the customer, insurance company, product type, coverage details, and premium information.

Renewal Tracking

The system automatically tracks policy expiry dates and sends renewal reminders via email and WhatsApp based on your configured timeline.

API Reference

Our RESTful API allows you to integrate Midas Portal with your existing systems.

Base URL: https://api.midastech.in/v1
Authentication

All API requests require authentication using Bearer tokens:

Authorization: Bearer YOUR_API_TOKEN
Common Endpoints
Method Endpoint Description
GET /customers List all customers
POST /customers Create a new customer
GET /policies List all policies
POST /policies Create a new policy
GET /claims List all claims

Integrations

WhatsApp Business API

Connect your WhatsApp Business account to send automated notifications, renewal reminders, and customer communications.

Setup Guide
Email Service

Configure SMTP settings to send automated emails for policy documents, reminders, and customer communications.

Setup Guide

Webhooks

Set up webhooks to receive real-time notifications about events in your Midas Portal account.

Available Events
  • customer.created - Triggered when a new customer is added
  • policy.created - Triggered when a new policy is created
  • policy.expiring - Triggered 30 days before policy expiry
  • claim.filed - Triggered when a new claim is filed
  • claim.updated - Triggered when claim status changes

Security

We take security seriously. Here's how we protect your data:

Data Encryption

All data is encrypted in transit (TLS 1.3) and at rest (AES-256)

Data Isolation

Multi-tenant architecture ensures complete data separation

Regular Backups

Automated daily backups with point-in-time recovery

Access Control

Role-based permissions and two-factor authentication

Need More Help?

Contact our support team for personalized assistance

Contact Support