Back End System

Project Proposal

We are an insurance company that sell to customers nationwide. We need a back end system set behind our website where customers can purchase plans and see their account, dealers can sell product and view customer accounts to answer questions. We will also need a design that allows Customers and Dealers to file claims and set up check ups.

Desired Skills:

Software Architecture






We need a basic Customer Relationship Manager System in order to store basic information for our customers. We will need to different channels to access this data.

1. A customer must be able to log into their own account to check information in regards to their account.

2. A dealer must be able to see all basic information about any customer in our database.


There needs to be a system for filing claims which allows customers and dealers to file claim requests, that become immediately available for an office location to begin processing. This will need to track several different steps ([url removed, login to view] Claim, [url removed, login to view] Claim, 3. Fulfill Claim, 4. Complete Claim). The system will NOT need to integrate with an inventory system, just be able to track progress so that employees can access the information and act accordingly.

Check ins

On each customers account there will need to be the ability to track "Check-ins". Customers will periodically have their phones looked at and we will need to be able to track which customers have checked in and how many times.

Billing System

Billing Management that includes both upfront payments and recurring payments. We use FirstData Corporation as a payment processing company and we need to integrate into their system in such a way that we do NOT store any credit card information in our system. This should be as easy as setting up a link to their portal on required pages. We need our system to deliver the required information to FirstData.


We need customized groups. Customers will be grouped into categories based of where they purchased their plan. We need to be able to track where these plans were purchased from in order to relay statistics to individual dealers that sold our plan. We will also need user groups with different levels of access to our database and systems depending on employees need of access to particular pieces of data.


We will need support with integrating this back end into our website as well as finding a data center to host our database once completed. It will also be important that customer data can be exported from our contact list in the event that we need to transfer our data into other software. Again we will not need ANY credit card information stored in our database.

Taidot: eCommerce, HTML, PHP, tietojärjestelmäarkkitehtuuri, SQL

Näytä lisää: end system, website for finding manager of a company, sql inventory system, office manager skills, nationwide insurance, levels system, html design office 2013, how to sell insurance, how to become manager, finding company log, ecommerce system architecture, database design for crm, claims pages, access purchase order system, access database purchase order system, back end database, website back end, transfer product data, system center, payment system integrate, inventory system, integrate crm with website, finding host, billing system, billing inventory

Tietoa työnantajasta:
( 0 arvostelua ) United States

Projektin tunnus: #4246536

24 freelanceria on tarjonnut keskimäärin %project_bid_stats_avg_sub_26% %project_currencyDetails_sign_sub_27% tähän työhön


Hello, Ready to start now. We have excellent team of programmers and designers to work on your project efficiently and complete job in time. Please check "Private Message Box" for more details. Thanks

$666 USD 20 päivässä
(436 arvostelua)

Hi We are interested in your project and read your [url removed, login to view] have completed 150+ big projects in last 5 years. Please check private message board for details.

$750 USD 20 päivässä
(67 arvostelua)

Hi, Please check private message for more details. Thanks

$1900 USD 30 päivässä
(170 arvostelua)

HI, Experts here! Please review our portfolio.

$450 USD 30 päivässä
(80 arvostelua)

Sri Technocrat is marvelous in its quality. We have been maintaining the quality in every field whether it is services or training. We have proved our stability. We have been working with the same grace & quality. Our Lisää

$750 USD 50 päivässä
(72 arvostelua)

Hi, We have a dedicated team with 7 years of experience on PHP/MySQL, Ajax, Jquery, HTML, CSS, Javascript, Java/J2EE. Also having much experience on framework and CMS like 1) CakePHP 2) CodeIgniter 3) Zendfram Lisää

$750 USD 20 päivässä
(129 arvostelua)

Hi, Experts team of SEO/Wordpress/PHP/joomla/Drupal developers and designers. Thanks Gaurav

$700 USD 20 päivässä
(140 arvostelua)

Life is worth living. Thanks for your detailed requirements. Please check PM.

$725 USD 10 päivässä
(23 arvostelua)

your search ends here!!!. We had gone through your requirement and we are glad to hand over your project & above your expectations. It will be a great pleasure for us to work with you with your project. Please check Lisää

$550 USD 20 päivässä
(59 arvostelua)

Please check your PMB

$850 USD 15 päivässä
(74 arvostelua)

Ready to work on your project.

$1000 USD 30 päivässä
(15 arvostelua)

I have understood your requirement, for details read my message.

$504 USD 30 päivässä
(72 arvostelua)

Hi, Please check your inbox. Thanks !

$500 USD 7 päivässä
(13 arvostelua)

We are a creative digital agency with a lot of experience in web design. Please see our portfolio for your reference. We can do this job in 20 days.

$700 USD 20 päivässä
(19 arvostelua)

After analyzing your requirement we will deliver this project, for more information contact us for this job

$700 USD 45 päivässä
(28 arvostelua)

We are from Michigan USA and have been in business for over 18 years with 100's clients world wide. Just opened up an office near Toronto to assist our clients in Canada. We have covered everything from website de Lisää

$950 USD 31 päivässä
(4 arvostelua)

Clear with project [url removed, login to view] for your reply.

$550 USD 30 päivässä
(6 arvostelua)

we are experts in erp development. we will deliver saas model. Regards, Pragyaa Technologies

$750 USD 30 päivässä
(2 arvostelua)

KCSPL is a Software Development IT Consulting Services Provider,Serving the Industry Since 11 years.

$3500 USD 45 päivässä
(3 arvostelua)

Hi, We have expert developers and designers team, ready to start work for you, kindly check your PMB. Konnect software

$555 USD 18 päivässä
(2 arvostelua)