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Website for Insurance Agency

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.

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

Xem nhiều hơn: export pdf, populate pdf form, website design for import export, the standard insurance, standard website format, standard insurance company, smtp design website, smtp contact form php, review for company, online website design export, login recovery review, in honor of design, event calendar module, event agency design, devnet, design files calendar, design agency websites, agent module, adobe design standard, admin system for company

Về Bên Thuê:
( 0 nhận xét ) United States

ID dự án: #4549937

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