Insurance and Finance Broker

Looking for a online Insurance / Financial broker site.

something similar to [url removed, login to view]

want to generate quotes in real time have contracts with quote proviers for to provide data via web-service.

(no comparrision info will be provided for insurance products) offer user one price and the fill order form or not.

was planning on CMS (joomla) intregrated with CRM (sugarCRM)

want to be able to CRUD web froms and associate them to products.

want forms to generate a pdf (predefined format) and email to broker and client plus attach pdf into CRM lead.

want to modify status of lead through sales process on CRM and automatically via users interaction on site.

Want users to be able to modify profile and track status of there policies and view existing policies saved and submitted (pdf).

want lead generation captured in CRM and Simple Dashboards and reports provided.

Want Google adwords campagaines intergrated into crm.

CRM functionality required at this stage is straight forward - more for reporting snd lead to account tracing email & adword campaign management and review.

-- to be used as a management tool.

Aside from development costs happy to purchase licences for 3rd party commercial extensions



SmartFormer Gold

JoomSuite User & JoomSuite Mass Mail

Integration with sugerCRM

[url removed, login to view]

Sugar professional licience


where the developer believes they will same time and money

Most of what I'm looking for is standard in either a CMS or CRM system. want to use open source to keep cost down however will pay for good value extensions as stated above.

The finer details of the project will be discussed when we find provides suitable for us.

(price / timeline / quality / feature provision).

We will design the site giving you a PSD a least or a tailored template. We are looking for the code and frameworks in the background to be configured/customised and or developed.

Taidot: Joomla, PHP

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Tietoa työnantajasta:
( 14 arvostelua ) D, Belgium

Projektin tunnus: #432818

16 freelanceria on tarjonnut keskimäärin 1270 $ tähän työhön


Hi Please check PM for details

1200 $ USD 24 päivässä
(57 arvostelua)

We can do your job with a high quality and looks. I own my own company webcore solution and I have many good developers along with me. I am ready to get this project from you .. Please check the PMB for the details

900 $ USD 20 päivässä
(3 arvostelua)

i have 15 years experience in php JOOMLA mysql and perl based web dev. i can do this project real fast and cheaply for you. please pm me for more info.

750 $ USD 7 päivässä
(0 arvostelua)

We have 4+ years of exp. in opensource technologies both in CMS and CRM. We have worked on couple of clients both on Joomla and sugarcrm. We have worked on certains requirements of your project for one of our client.L Lisää

1500 $ USD 10 päivässä
(0 arvostelua)

We are a leading web development company located in Hyderabad, India and Sydney, Australia. We have a work force of 50 programmers. We are known in the market for quality work. We can assure you that yo Lisää

1500 $ USD 30 päivässä
(0 arvostelua)

Hi, I have 3+ year expriance .Rcently i complete a uk base insurance broker [url removed, login to view] work when i worked on a company and if you interested i can see demo to [url removed, login to view] this site you can quote and approve and for t Lisää

1000 $ USD 70 päivässä
(0 arvostelua)

Hi, Please check PMB. Thank you.

1300 $ USD 45 päivässä
(0 arvostelua)

Please read the private message. Thank you.

1400 $ USD 10 päivässä
(2 arvostelua)

Hi, We are a professional software and web development company with extensive experience in deployment of dedicated software and design teams. Excellent project management and client communication abilities that enab Lisää

1500 $ USD 30 päivässä
(0 arvostelua)

Hello, we are the company with 5 programmers, who have different skills in modern web-programming, and we are interesting to work with your project and we are sure that we can complete it perfectly.

1500 $ USD 20 päivässä
(0 arvostelua)

Dear Sir, Please check PMB. Regards...

1300 $ USD 35 päivässä
(0 arvostelua)

Hi, I have read your requirements and am very interested to work on your project as we are a team of PHP/MySQL experts and our core focus is on SugarCRM. However pleae note that this is not an accurate bid as I wou Lisää

1500 $ USD 10 päivässä
(0 arvostelua)

I am currently a Joomla expert developing all kinds of components either to Joomla! 1.0 to Joomla 1.5, Some of my websites have been voted Joomla site of the day... for more information please check my PM

1500 $ USD 20 päivässä
(0 arvostelua)

We have done many projects in SugarCRM and joomla. We are ready to start your work from now. Please check PMB

1400 $ USD 14 päivässä
(0 arvostelua)

Renu Tec, works towards achieving customer satisfaction. Our ability to deliver what we promise takes us closer to that milestone. Our project management experience helps us achieve a thorough understanding of the proj Lisää

900 $ USD 30 päivässä
(0 arvostelua)

Joomla Expert

1175 $ USD 30 päivässä
(0 arvostelua)