We are an insurance broker that connects A) Investors with B) Insurance Policy Owners looking to sell their Policies.
We are looking to build a Policy Management Tool (hosted online) that allows us to:
- Stores and Organizes information about each 1) Investor, 2) Insurance Policy, 3) Individual Policy Owner, and 4) Broker
- Allows us to link Policy(s) to Owners and Investors and Brokers
- Allows us to upload relevant documents (PDF) to Investors, Policies, Owners profiles
- Allows us to host "Auctions" of a Policy where Investors view the Policy, and submit bids
- Handles digital delivery (FTP) of materials to Investors/Clients
- Orders/Requests physical shipping of materials to Investors, when needed
- Handles scheduling of payments and reminders for Investors, Brokers, etc.
- Dashboard for viewing/monitoring Policies, live Auctions, statuses
- A built-in Reminder/Follow-up system for Brokers to keep their schedules organized
20 freelanceria on tarjonnut keskimäärin 3270 $ tähän työhön
Your Insurance Broker Management Tool can be easily developed by our 2 very experienced dedicated programmers. Kindly open PMB to discuss your project further and move ahead. Thanks, Sushil
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.
Hello, we're a web development company. We have lots of experience at building ERP- and CRM-like enterprise software systems. Please check PMB for the details.