Closed

Insurance sales system, web form, client database, insurance docs sent to clients

I have call centers entering customer fields following the sale of an insurance policy, three types. The system creates a client id (or uses ids pre loaded into the system), sets policy status as sold, and sends policy docs, merging client info, and other pdfs to client e mail. The system also send promotional coupon with unique id number. At some point, client phones into to redeem coupon, and agent enters system to check if id is valid, and offers additional packages. if there is an additional sale, the customer information is sent to a regular crm (not sure which yet). All of the players -- center, insurance company, promotional group, etc in the process can access their info in the system via pre determined report format. I have a complete document prepared, and would prefer someone with a good knowledge of spanish, although this is not a hard requisite. Thanks

Skills: MySQL, PHP, Software Architecture

See more: sales agent company, not sure in spanish, insurance sales agent, check call system, good docs, system center, spanish call center, SENT, sales system, policy insurance, insurance call center, group policy, crm spanish, database call center, sales report access, insurance agent database access, mail send client, php point sales, database players, process company call center, customer sales database access, knowledge information system, access insurance agent database, insurance database access, mysql client database

About the Employer:
( 0 reviews ) Mexico

Project ID: #5149951

5 freelancers are bidding on average $342 for this job

srinichal

I am looking to discuss further details about the project specifications and deliver the same to your needs

$252 USD in 12 days
(101 Reviews)
7.2
jay2success

Hi, I am Jay. Nice to meet you. I am web developer expert, i can give the best result in shortest time. I already read your project description and i already done this type of projects many times before. I am sur More

$250 USD in 5 days
(42 Reviews)
6.7
hrarcon

Ready to work on your [url removed, login to view] can do your project as per your requirement. We have good and experienced developers,Testers,Linux Admin,DB Admin and UI Designers Our team from Chennai,India([url removed, login to view]) w More

$789 USD in 25 days
(13 Reviews)
5.8
VRWebSolutions

Hello, We can create the Insurance sales system, web form, client database, insurance docs sent to clients based on your requirements and timeline. I primarily work with small businesses, professional services More

$144 USD in 15 days
(2 Reviews)
4.0
vmt1981

8 Years of experience of PHP Development and Zend Certified Engineer. I am too passionate about web development and design. Delivery in good quality code and verify them using tools. Expertise on almost every domain su More

$277 USD in 3 days
(0 Reviews)
0.0
CloudApptha

We have this insurance policy management. Please have our online demo. If you are interested thenn will give you full source code for $400 USD. [url removed, login to view] admin login username: admin pwd: More

$444 USD in 3 days
(0 Reviews)
0.0