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Website for Insurance Agency - repost

Easy setup and upload process for ACORD forms. Store multiple websites, login and password information and directly launch to websites in a new browser with just one click. Multiple language required. Only some of the Accord fields are needed for information.

Agent Module:

Agent can login to the website, choose appropriate insurance product, fill out the information. The system will generate an Standard accord form with customer's information. Then the system will send out the information as pdf attachment to counter parties based on the product agent selected. It get notifications & reminders etc, password recovery feature. Agent can review historical information for particular customers, upload and update files.

We can view the customer module, it has reminders/calendar feature which will notify the Agent when the insurance almost expire. So Agent can contact insured if needed. Agent can review customer's note and past history, attachment and other information.

Agent can add note, attach multiple attachment for particular event to this customer. Setup alert and for call back.

Online Customer Quote Request:

Based on the customer information, it will populate the information on the accord pdf form. , then forward the information to Agent to review and approve.

[url removed, login to view]

Company Module

This website will honor multiple insurance Agency. Company Admin can login in and setup Agent account, permission. Review customer. Check the policy attachment. Export or import customer's data from CSV or excel format.

Admin Module:

Admin module can setup Company's name, reset password for particular company admin. backup and restore the database.

SMTP module setup for company so it will send out the email.

Technical skill required:

Please review the javascript information regarding the Adobe pdf form.

[url removed, login to view]

Please check out Accord forms here.

[url removed, login to view]

The most important forms are 1, 25, 125, 126, 130, 131, 140, 75, 80, 84, 37 and 127.

Some of the fields are not required. We will fill the most important fields. Other fields are optioned, Agent will fill out is needed.

Kỹ năng: Thiết kế đồ họa, HTML, MySQL, PHP, Thiết kế trang web

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Về Bên Thuê:
( 0 nhận xét ) Thane,Mumbai, United States

Mã Dự Án: #4550040

30 freelancer đang chào giá trung bình $2903 cho công việc này

best1

Hii... Experts are here. Please check the PM!

$2577 USD trong 40 ngày
(171 Đánh Giá)
9.4
Indexpage

Hi ,We have viewed and analysis your job description. We are expert in designing as well in development. We will provide you quality of work.please check the PMB for more detail.Thanks

$1546 USD trong 35 ngày
(61 Đánh Giá)
8.1
USAGraphicPR0

**********************.. YOUR SEARCH ENDS HERE .. ********************** GET IT DONE RIGHT THE FIRST TIME! Hello Sir/Ma'am, I look forward to talking to you further and getting started. I've been working in simple and Thêm

$1649 USD trong 10 ngày
(120 Đánh Giá)
8.0
qualifiedcoders

Hi We are interested in your project and read your requirements.We have completed 150+ big projects in last 5 years. Please check private message board for details.

$1546 USD trong 13 ngày
(48 Đánh Giá)
7.7
RaddyxTechnology

We are experts in PHP Open Source (any kind of PHP/MySQL work), Javascript Framework (Jquery) and Ajax/Web 2.0 technology. We provide the highest quality information technology services and solutions at low cost to a b Thêm

$1546 USD trong 45 ngày
(129 Đánh Giá)
7.3
sonuinfy

Please check PMB for more info.

$1250 USD trong 30 ngày
(194 Đánh Giá)
7.2
onelinewebdeUK

Thanks for your consideration, please see our message and if you would like to discuss the project further do get in touch and I'll give you a call.

$1578 USD trong 30 ngày
(25 Đánh Giá)
7.1
sritechnocrat

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 Thêm

$1184 USD trong 30 ngày
(55 Đánh Giá)
7.0
mindblowcreative

Our goal is to exceed the expectations of every client by offering outstanding designs, increased flexibility, greater value in development, thus optimizing system functionality and improving operation efficiency. Our Thêm

$2577 USD trong 35 ngày
(21 Đánh Giá)
6.8
CreativeB24

Hello, We have reviewed your Insurance Agency website project post and are dedicated to offer our professional service to maximize your business. Please check PMB for details. Best Regards Swati B24 e Solutions

$1546 USD trong 25 ngày
(35 Đánh Giá)
6.6
KPRITSolutions

Hi, we are a team of designers, developers, and online marketers who are in this field for more than 10 years. We have gone through the requirements and ready to complete your work upto your satisfaction. Kindly check Thêm

$5263 USD trong 120 ngày
(85 Đánh Giá)
6.7
WebZombieOnline

I have reviewed all your requirements and can deliver exactly what you are looking for, 100% guaranteed. I have designed hundreds of personal, small business, and corporate videos in which I have had excellent feedback Thêm

$1546 USD trong 21 ngày
(42 Đánh Giá)
6.6
bigoyaseo

Hi, Expert .Net Team with over 3 years of Development experience right from framework 2.0 to 4.0 having developed over 15 Projects for clients Globally. We code to the highest standard and are completely transparent in Thêm

$2105 USD trong 45 ngày
(15 Đánh Giá)
6.4
meet2amitvw

let me do it. i have back-end demo ready which i think we can use here i will show you demo of it if you are interested in my profile page. see my recent work for the technical expertise along with reviews/feedba Thêm

$1578 USD trong 15 ngày
(52 Đánh Giá)
6.2
alifinteractive

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) Zendframew Thêm

$3608 USD trong 60 ngày
(34 Đánh Giá)
6.2
Frankhardy

Hi, I can start with the design and development right away. I will follow up with a 3 month free post-launch support that could be ongoing as per your requirements. Payments can be made in milestones after satisfa Thêm

$1500 USD trong 35 ngày
(7 Đánh Giá)
6.1
katemacovska

Hi, I'm the best person for your job! Please, see PMB.

$5154 USD trong 50 ngày
(10 Đánh Giá)
5.7
galaxyweb

We are interested to design and develop you web based application in which their will be three type of users admin insurance agents Clients admin will manage both clients and agents clients will select the product Thêm

$2577 USD trong 90 ngày
(38 Đánh Giá)
5.7
intrugs

Hi, We can provide you the best Insurance website as per your expectations. Kindly check Private Message for details...

$2061 USD trong 45 ngày
(5 Đánh Giá)
5.6
hulgux

I understand the needs, I have the skills and I am ready to start

$1578 USD trong 30 ngày
(4 Đánh Giá)
5.1