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Financial Expert is a small insurance broker company. We are looking to create a business centre for our advisers for our Joomla (2.5.9) website. It would be visible only for registered users. We have idea about layout and funcionality of the system we required. All screenshots and descriptions are in attached PDF file.
Main function of the system is to provide adviser with panel of sold policies, clients and providers, setting payments they should receive and providing our office with system of gererating reports, payment checks and other tools which are described in attached file.