Insurance funding sign-off system

Closed

This project involves a sign-off system for an insurance funding website. In practice, the system will work like this:

1. The insurance funding business (ISB) will send a client a link to a secure website page that can only be accessed by the client (perhaps password protected?).

2. This secure page will include information that is entered into the system by the ISB:

a. The name of the client

b. An annual premium figure

c. A pay by the month premium figure

3. The page will also feature the following buttons:

a. A ‘Policy Details’ button, which will allow the client to view their specific policy details. The policy details will be in the form of a pdf document that will need to be uploaded into the system by the ISB.

b. A ‘Terms & Conditions’ button, which will allow the client to view standard terms and conditions on the website

c. A ‘Privacy Act’ button, which will allow the client to view standard privacy terms on the website.

d. An ‘Accept Quote’ button

4. Once the client clicks on the ‘Accept Quote’ button, they are presented with an electronic form. The form will need the following sections:

a. A Loan Application and Agreement Section, including these fields:

i. Date (this will be automatically generated to insert today’s date)

ii. Authorising person (text)

iii. I/we have read the Privacy Act document and agree to all Terms and Conditions and Policy Details. In addition, we agree to Windsor Funding contacting our current insurer (radio button)

b. A Direct Debit Request Section, including these fields:

i. Name of Financial Institution (text)

ii. Branch (text)

iii. Name of Account (text)

iv. BSB Number (text)

v. Account Number (text)

vi. Authorising person (text)

vii. I/we authorise Windsor Funding to debit funds from my/our nominated account (radio button)

viii. Date (this will be automatically generated to insert today’s date)

5. Once these sections are completed the client will be able to submit the form. It will be emailed to the ISB. The system will also keep a record of the transaction which will be accessible via the backend (WordPress dashboard).

For the ISB, when they need to get a sign-off for insurance funding, all they’ll need to do is:

• Login to their WordPress account.

• Click on the Insurance Funding Sign-off tab

• Create a new sign-off that will include:

o An upload of a client’s specific policy details pdf

o The name of the client

o An annual premium figure

o A pay by the month premium figure

• The system will then generate a web link that can be emailed to the client.

Other details you may need:

o The website is built on WordPress (PHP, MySQL)

o We want the system to be user-friendly and able to be learnt quickly

o For design purposes, while the website is still being developed, you can see the design at [url removed, login to view]

Skills: Javascript, PHP

See more: www work from home com au, work from home policy, work from home insurance, work at home insurance, windsor design, the standard insurance, premium javascript, n.c.o. financial, insurance work from home, bsb design, a sign, website business loan, policy insurance, insurance application, home insurance, funding, protected account number, javascript privacy, create sign form, project loan application form, javascript click specific button, create insurance website, funding web, sign system php mysql

Project ID: #5068356

Awarded to:

A2Design

Hello,  We are Russian-Canadian web development company which has good experience with WordPress. You can check our recent projects on our website http://www.a2design.biz/portfolio_

$736 AUD in 10 days
(34 Reviews)
7.8

8 freelancers are bidding on average $675 for this job

buraqtech

1. Donation Site We already designed and developed a wordpress based site for donations in which we implemented paypal and paypal pro to take the payments from credit cards with a complete registration of donating per More

$747 AUD in 22 days
(78 Reviews)
7.8
zeke

Dear Customer! I am an expert PHP developer with over 6 years of experience and very interested to work on this project. Available to start immediately and finish as soon as possible. My bid is for fast professional s More

$515 AUD in 10 days
(158 Reviews)
6.9
morff

Hi, thanks for your invitation. We can talk about this project, and maybe we will come to some agreement. I'm looking forward to our cooperation.

$400 AUD in 8 days
(152 Reviews)
6.4
zbsol

Ready to start quality will be guaranteed...........................................................................

$1052 AUD in 15 days
(22 Reviews)
5.5
evidcomm

Hello Hiring manager, Greetings from Evidcomm!!! We have gone through your requirements and would be pleased to work on. We have already done this kind of work in past and surely we will get finished this project More

$650 AUD in 15 days
(28 Reviews)
5.4
kharota

Why Me? Because I am professional Non anonymous freelancer web developer unlike 99% on freelancers.com. I have 99% on time, 100% on budget, 5/5 ratings. I am from europe therefore I don't have resources shortages like More

$666 AUD in 21 days
(45 Reviews)
5.0
Raaniciw129

I can build sign-off system , kindly contact me to discuss further and proceed. Bid includes an easy to use control panel.

$350 AUD in 3 days
(9 Reviews)
3.9
pointcode

Hello, Greetings from genius kline webtech solutions pvt ltd. Following are our past work, have a look. http://www.kasketkarl.dk/ http://www.cobone.com/ http://web.deltasd.bc.ca/ http://www.hlam.com.ua/expert More

$515 AUD in 15 days
(6 Reviews)
0.0
ktech2016

Online web Designing & Web Development Expert in AJAX ,PHP/MySql,Codeignitor,Cake php, ASP.NET,dot net framework more than 12 years working experience along with online promotion and Search Engine optimization Som More

$515 AUD in 15 days
(0 Reviews)
0.0
aimpl

Hello, Greetings from ANAVEER Info Media. We have gone through your requirements and we would be able to provide the above mentioned services and the details are as follows. Designing Steps: Project Approva More

$631 AUD in 5 days
(0 Reviews)
0.0