Ok, we need to work on the work flow of the site. From the admin, I need to be able to create company. Right now I can create client by the regular link, when we do we have to choice company or client. The company need to be created only from admin.
The company is the same has client right now. This company will need to create employee’s. Let’s start by what the company will do.
So we have all the same information, such has how much are their monthly income, have access to their quote, billing, everything a client can right now. But you have to make the invoice goes like this: Each time the company will receive a quote, they will be automatically bill, it have to be a monthly bill. The amount charge will be given by the admin in the creation of the company profile. The amount is a flat amount, like 4$. The company have access to all other feature that employee’s have.
For the employee’s is the same has client but have to remove anything relate to payment, no invoicing, they only receive quote from client. Before we send a quote to the company, we need to check if the company is already a client of the company (it’s in the last step of the form, maybe for that part it’s better if it’s a drop down menu, let me know) Then the employee’s receive the quote done, it can be one long form. But you will need to work on the visual a bit, we can’t just show them the information like this. Part one, then part 2 etc. He will have the option to print the quote too. We can send him the information by email too. Need to be selected in his profile.
Then from the client file, the employee’s need to enter the quote he give with the protection + the premium charge. The part for protection is like a small form to fill out. Will give info soon, but mostly it’s like the step that we talk for the protection.
(for the client there is two way to send quote, one by asking a price right now, we need a button somewhere and the other one, the quote is send automatically 40 days before the renewing date in the last step)
Then in a visual, the employee’s need to know if there quote premium is better from what the client have right now and if it’s better from the competition. For the competition we can show an average of all premium given by those company and show information like: You are cheap of 10% vs the competition or higher depending of the case. Same thing for the premium that the client have.
Once the employee’s have fill out the form, it’s still need to be editable, we will send an internal email with all details from the insurance company. I have the letter French an English, will need to create the template.
The client on is main page will have icon for quote possible, will have also quote receive, will send visual shortly. We will also remove option in the left, menu, will tell you the list we keep and what we remove.
From the main page client will be inform in a way to highlight the best premium from quote receive. When he clic on it we show him the template. We need a place where he could accepte to finalise the quote receive. Either at the bottom of the template letter or in is main menu.
Once he accepted we share phone number of the company to client and the phone number of the client to the company. The info is found into employee’s profile and client profile.
Once the policy is sell, the employee’s need to provide final information:: such has policy number for the client, expiry date and with how he deal with, the name of the company or broker name.
The admin should see is income raise from billing done to the company.
How much for that part.
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