CRM Customization and Integration for Insurance Broker

Good day, Kindly let us know which external platforms needs to integrated with Salesforce CRM and customized, so we can estimate it accordingly. Would you be flexible in your selected budget? As our team estimate is higher and I am not sure how you selected this budget for your project on Freelancer website, because cost of any project is based on the overall features/functionality. However, If you are not flexible in your budget, then no problem and I respect it. Just so you know, I have 50+ Web/Mobile App Developers in office, UI/UX Designers team, QA developers and some other staff, so you will be working with an experienced & professionals having strong communication & prompt response. You may ignore the bid amount for now, as we still need to discuss & ask questions. Look forward to hearing from you. Regards, Yasir LEADconcept

I understand that you are looking for a skilled CRM implementation partner who can translate your sophisticated customization and integration needs into reality. With over 18+ years of experience in web and app development, CnELIndia is ready to help. We specialize in PHP, WordPress, WooCommerce, Data Scrapping, Buddypress and React Native. We have the expertise needed to implement Salesforce as your platform of choice. Additionally, we have conducted extensive research into the key tasks outlined for the project such as lead and customer management refinement, document handling features and feedback mechanisms at various stages, adjustment of application statuses based on feedback and termination processes. Our team is highly adaptive and committed to providing ongoing support for troubleshooting as well as further refinements and adjustments. We would be delighted to discuss this project further with you if given the opportunity.

Hi Good evening , I have read the brief details on your job listing . I see you have been looking for someone experienced with CRM Customization and Development. Its been 8 years since I have been working on freelancer.com, I have 9 years of experience doing similar jobs. I would request you to check my profile and review projects, feedbacks of projects related to those skills. Questions: 1. These are all the requirements of your job or do you have more? If yes, Please provide detailed requirements in chat and let me review and get back with queries. 2. Do you currently have anything done or this job has to be done from scratch? 3. What is the timeline to get this job done? 4. Are you open to use 3rd party APIS for it even if they are paid? Why Choose Me? 1. I have done more than 250 major projects only on freelancer.com. 2. I have not received a single bad feedback since last 5-6 years. 3. You will find 5 star feedback on last 100+ major projects which shows my clients are happy with my work. Portfolio: https://www.freelancer.com/u/AwaisChaudhry Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) Please initiate the chat so we could discuss it in detail and we will continue from there. Thanks! Awais

Hi There, We at MIAVITA are excited to embark on our digital transformation journey and have chosen Salesforce as our CRM platform. We are now seeking a skilled CRM implementation partner to bring our customization and integration needs to life. Here are the key tasks we need assistance with: 1. Lead and Customer Management: We require CRM capabilities to handle leads, especially when a single lead involves multiple family members. Additionally, we need to efficiently manage the transition from initial contact to post-sale services. 2. Document Handling: Implementing a feature that allows customers to securely transmit documents via chatbot is crucial. We want to ensure that all mandatory documents are uploaded before progressing. 3. Feedback & Status Tracking: We need to incorporate feedback mechanisms at various stages and adjust application statuses based on feedback. Additionally, we require a streamlined process for managing terminations. 4. Integration with External Platforms: It is essential to streamline the CRM's connection with external market evaluation platforms. 5. Provision Calculations & Back Office Operations: We need the CRM to automate provision calculations based on policy sales, ensuring accuracy and timeliness. This involves tracking and handling documentation associated with insurance policies and customer interactions. 6. Reporting and Analytics: We require in-depth reporting and analytics capabilities to gain insights into sales...

Hi MIAVITA2019, Hope you are doing well, READY TO START NOW As an experienced Full-Stack developer having 8+ years of experience, I am excited to work with you on your project. I have read your job description as well as checked the attached PDF and understood and assist you with CRM Customization and Integration for Insurance Broker. I have 8+ years of experience in Web design and development. I can create custom CRM, Laravel, ERP, Custom Plugin, Wix, WordPress, Shopify, MySQL, JavaScript, HTML, Woo-commerce Integration, jQuery, Third Party API integration, Bug Fixing, Troubleshooting, Malware Cleaning, Site Migration. I would appreciate if you could initiate the conversation by sending me a text in the chat box, as I have a few queries regarding the project. Thanks

Hello there! My name is Arvind and I'm part of the team at Mindiii that's experienced in web app development. We understand the need for a custom integration and customization of your insurance CRM system and are confident that our experience and skills make us the perfect fit for this project. As part of the project, we would be leading and managing customer management features such as lead conversion from initial contact to post-sale services, document handling through chatbot, feedback mechanisms at various stages, application statuses based on feedback, terminations related processes, integration with external market evaluation platforms as well as streamlining connection with CRM with dynamic landing page functionality. We also have experience in providing ongoing support for troubleshooting, further refinements and adjustments. Additionally, we have a preference for professionals with hands-on experience managing and integrating CRM systems especially within the insurance domain. If you have references or case studies from related projects it would be advantageous for us to discuss further

Hello, my name is Devendra Kumar and I work at Ambient Infotech Pvt. Ltd. We provide IT Services such as WordPress, Clavio, Speed Optimisation and so on. With 9+ years of experience in software development, we have the expertise needed to implement your project. Specifically for this project, we would be committed to delivering effective solutions with quality at an affordable rate. Additionally, we offer project updates on a regular basis as well as availability on Skype for discussions in detail. We also have a track record of delivering product within timelines and providing comprehensive training to team members. We believe that our background and skillset make us the right fit for your needs. If you'd like to discuss further please do not hesitate to reach out!

Hi there, My name is Nikhil and I am a Full Stack Developer with over 12 years of experience in the web and mobile kapplications field. I have a great deal of experience working with Salesforce, specifically with customizing and integrating systems for insurance companies. I understand that you're looking for a skilled CRM implementation partner who can translate your sophisticated customization and integration needs into reality. If given the chance, I would be more than happy to work with you on this project. My team and I are highly skilled in CRM systems, specifically within the insurance domain. We have the experience and knowledge necessary to ensure that your needs are met to the fullest extent possible. We're also extremely thorough when it comes to ongoing support and adjustments as needed. As such, we're confident we can provide exactly what you're looking for in terms of a functional CRM system. Thanks.....

Hi There, I am a Senior Salesforce Consultant, Solution Architect, and Developer with 9+ years of experience in Salesforce. I have strong knowledge of Salesforce Architecture, Design, and Development along with experience in Salesforce configuration and customization. - Worked on multiple Salesforce SalesCloud Implementation projects, Created Campaigns, Automations, Workflows, Lead Management, Report & Dashboard, Email templates, and Lightning Components. - I have experience in integrating Salesforce with external systems using SOAP/REST API Services and Middleware tools such as Informatica, Jitterbit and MuleSoft. - Implemented ServiceCloud components such as service console, email to case, web to case, and agent scripting. Developed and consumed REST web service XML formats and AJAX calls in service-oriented architecture. - I have set up campaigns in Marketing Cloud, created landing pages, Form and form handlers, Drafting emails, Web to lead forms, Custom profile center and especially have been working with Engagement Studio. - Implemented Apttus CPQ, Product setup, Product options, Product configuration & rules, Pricing, Discounting and quote templates in Apttus, Configured BigMachines Quoting Tool and did custom coding to meet the new requirements. I believe communication is key to any successful project, and I’d like to start things off on the right foot but suggesting we schedule a phone call to discuss the project further. Thanks, Piyush Singhal

HI! I am an expert web programmer. I have a lot of work experience in Laravel, Codeigniter, PHP, Wordpress, JavaScript, HTML, Vuejs, Reactjs, React Native, and MySQL. I can start right away. I want to discuss this project in detail. Please contact me to discuss more regarding this project. For more details Chat with me

At MIAVITA, we're not just an insurance broker specializing in online sales; we're pioneering the digital transformation of our sector. We've chosen Salesforce as our platform of choice, and now we're looking for a skilled CRM implementation partner who can translate our complex customization needs into reality. We require your expertise in leading and managing customer management processes along with document handling that ensures all mandatory documents are uploaded before progressing with the application. Additionally, we want you to integrate feedback mechanisms at various stages so that application statuses can be adjusted based on customer feedback. We also want you to manage the process of terminations according to customer needs. With your help, we can ensure accurate provision calculations based on customer policies as well as timeliness while also optimizing reporting and analytics capabilities so that we can gain insight into sales performance, customer behavior, and other vital metrics. Thanks Rakesh Kumar

I have more than 15 years’ experienced in Development. As I am expert, I can build it according to your requirements. Because I have a lot of the experiences about these fields, I can build your project as soon as possible perfectly. I offer excellent software quality work and provide the best support on your project. If you give me this job, I will do my best to finish your job until your timeline. If you want to see my past works, I can show you my past works right now. Ready to discuss with you about the task now. Thank you for the reading.

Hi! My name is Rohit and I have been working as a freelancer developer with a group of professionals since 2016. I read your requirement to develop and design a CRM Software. I assure you that I will build CRM as per your aspects and give you a better solution. As a Full Stack Developer, I provide my services in Web and App Development with high class UI/UX design to the client's worldwide. I am a Flutter( Android & IOS ) , PHP , WordPress expert with over 7+ years of experience in creating websites & applications and e-shops. I also have several skills like graphic design, logo design and would be interested in working on your project. I have completed more than 500+ projects successfully. My aim is to provide high-quality work with 100% satisfaction for all customers. You can see my portfolio and more information in my profile. Link - https://www.freelancer.com/u/Alphawizz Thanks & Regards Rohit S.

Dear Client, We hope this letter finds you well. We are N&T Negocios y Tecnologias s.r.l., an IT company with over 20 years of experience in the development of web, mobile, blockchain, and AI projects. We have successfully completed numerous projects for clients in various industries, and we are thrilled to have the opportunity to submit a proposal for your CRM Customization and Integration project for MIAVITA, the innovative insurance broker leading the digital transformation in the sector. Based on our understanding of the project, we have outlined a comprehensive list of solutions that address the key tasks and objectives: 1. Lead and Customer Management: We will refine the CRM capabilities to efficiently handle leads, particularly when a single lead involves multiple family members. Our solution will seamlessly manage the transition from initial contact to post-sale services. 2. Document Handling: We will implement a secure chatbot feature that allows customers to transmit documents, ensuring that all mandatory documents are uploaded before progress can be made. 3. Feedback & Status Tracking: Our solution will incorporate feedback mechanisms at various stages, adjusting application statuses based on feedback, and efficiently managing the process of terminations. 4. Integration with External Platforms: We will streamline the CRM's connection with external market evaluation platforms, ensuring seamless data integration and accessibility. 5. Provision Calculations & Back Office Operations: Our solution will automate provision calculations based on policy sales, ensuring accuracy and timeliness. It will also effectively track and handle documentation associated with insurance policies and customer interactions. 6. Reporting and Analytics: Our solution will embed comprehensive reporting and analytics capabilities, providing in-depth insights into sales performance, customer behavior, and other vital metrics. 7. Training: We will deliver comprehensive training to your team, ensuring they quickly master the system's new features and workflows effectively. 8. Ongoing Support: We will provide continued support for troubleshooting, further refinements, and adjustments to ensure the long-term success of the implemented CRM solution. Additionally, we are excited to propose the development of a dynamic landing page for your CRM system. This landing page will enhance lead collection during promotional campaigns and showcase prizes, further enhancing your digital marketing efforts. We understand the importance of industry-specific expertise in managing and integrating CRM systems, particularly within the insurance domain. Our team has extensive experience in working with insurance companies, and we have successfully implemented CRM solutions for similar projects. We would be delighted to provide you with references and case studies that demonstrate our capabilities in this area. Please note that

Hi I Have read your requirement and I am sure I can help you. Please message me so that we will have detail technical discussion. I have almost more than 9+ years of experience in Mobile App development, Web development, and Software development related to ERP, CRM, POS, HRMS or any management portal. Please come to chat for further discussion. Regards Anju Logical Soft Tech Pvt. Ltd, Indore(M.P)

Hello, I am here to discuss how I can help you with your project. With 8 years of working experience as a full-stack developer, I have the necessary skills and experience to help you with your project. I have used many different technologies such as MEAN/MERN Stack, PHP Technologies, Version Control systems and more. Additionally, I have extensive experience in providing training for users on how to use the system's new features and workflows efficiently. Additionally, I offer ongoing support for troubleshooting and further refinements as needed. I understand that you are looking for a skilled CRM implementation partner who can translate your sophisticated customization needs into reality. If you are interested in discussing further please reach out so we can start the discussion off on the right foot together! Waiting for your response. Thanks & Regards

Hi sir, Kindly consider my bid for developing your CRM customization and integration. Comprehensive experience of designing, developing and deploying software applications in area of ERP/CRM, MLM, cryptography, blockchain, sports betting, gambling, gaming, simulations and 3D graphics/visualization. Possessing a ability to lead project teams to successfully deliver agreed upon solutions of the highest quality, often in complex and challenging customer environments. Proficiency: Excellent C, C++ programming and debugging skills Programming : PHP, C#, C++ Scripting : Python, lua, Javascript Environments : Unity3D, Visual studio 8-19 Graphics SDK/APIs : HLSL (high level shading language) 3/4/5, DirectX 9/10/11/12, WebGL, Unity3D, OpenGL, VR(Oculus/SteamVR/HTC Vive) Projects: ERP/CRM, MLM, sports betting website, CS:GO gambling, 3D simulators in multiple environment, machines/components assembling/disassembling sims, ROV simulators, VR (HTC/Oculus) / AR for various training simulators etc. Looking forward to hear back from you for further discussion. Thank you, Raghav, BLW

Greetings, Could you provide more details about the goals and functionality you expect from the dynamic landing page? What should it include to facilitate lead collection and prize exhibition? Kindly get in touch to further discuss the job. Thank You

Hello there! My name is Kapil and I'm a PHP developer with 9 years of Salesforce experience and 12 overall. I specialize in HCM and Salesforce App Development, which makes me the perfect fit for this project. I understand that you're looking for a skilled CRM implementation partner who can translate your sophisticated customization and integration needs into reality. With my extensive experience in CRM systems, namely Salesforce, I am confident that I can provide exactly what you're looking for. Specifically, I have 9 years of Salesforce experience and 12 overall which makes me an excellent choice for this project. Additionally, I have extensive knowledge of Salesforce Dev Exp including triggers/classes/VF pages batch classes salesforce integration . lets connect and discuss further. awaiting to hear back.

Respected Sir..., Here a Full-stack developer, specialize in end-to-end development of websites. I have around more than 8+ years of experience in Website Development. My expertise includes HTML, PHP, WordPress , responsive,laravel,HTML5,Bootstrap,eCommerce,Woo-commerce, graphic design etc. I've developed a wide range of websites and web applications using various CMS and frameworks. Thanks & Regards Developer Deepika