Back End System

Closed

Description

Project Proposal

We are an insurance company that sell to customers nationwide. We need a back end system set behind our website where customers can purchase plans and see their account, dealers can sell product and view customer accounts to answer questions. We will also need a design that allows Customers and Dealers to file claims and set up check ups.

Desired Skills:

Software Architecture

PHP

HTML

eCommerce

SQL

CRM

We need a basic Customer Relationship Manager System in order to store basic information for our customers. We will need to different channels to access this data.

1. A customer must be able to log into their own account to check information in regards to their account.

2. A dealer must be able to see all basic information about any customer in our database.

Claims

There needs to be a system for filing claims which allows customers and dealers to file claim requests, that become immediately available for an office location to begin processing. This will need to track several different steps ([url removed, login to view] Claim, [url removed, login to view] Claim, 3. Fulfill Claim, 4. Complete Claim). The system will NOT need to integrate with an inventory system, just be able to track progress so that employees can access the information and act accordingly.

Check ins

On each customers account there will need to be the ability to track "Check-ins". Customers will periodically have their phones looked at and we will need to be able to track which customers have checked in and how many times.

Billing System

Billing Management that includes both upfront payments and recurring payments. We use FirstData Corporation as a payment processing company and we need to integrate into their system in such a way that we do NOT store any credit card information in our system. This should be as easy as setting up a link to their portal on required pages. We need our system to deliver the required information to FirstData.

Grouping

We need customized groups. Customers will be grouped into categories based of where they purchased their plan. We need to be able to track where these plans were purchased from in order to relay statistics to individual dealers that sold our plan. We will also need user groups with different levels of access to our database and systems depending on employees need of access to particular pieces of data.

Integration

We will need support with integrating this back end into our website as well as finding a data center to host our database once completed. It will also be important that customer data can be exported from our contact list in the event that we need to transfer our data into other software. Again we will not need ANY credit card information stored in our database.

Skills: eCommerce, HTML, PHP, Software Architecture, SQL

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Project ID: #4246536

25 freelancers are bidding on average $934 for this job

webhawks

Hi, Please check private message for more details. Thanks

$1900 USD in 30 days
(105 Reviews)
7.4
qualifiedcoders

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$750 USD in 20 days
(20 Reviews)
6.9
sritechnocrat

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(45 Reviews)
6.9
ValueCoders

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$700 USD in 20 days
(107 Reviews)
6.6
universesys

We are a team of developers and designers who are in this field from more than 6 years.Please check your PMB for details. If you will give us the project then we will do that better quality of work within the time peri More

$750 USD in 20 days
(16 Reviews)
5.9
techwelf

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$744 USD in 12 days
(40 Reviews)
5.8
alifinteractive

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$750 USD in 20 days
(22 Reviews)
5.9
michale21

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$666 USD in 20 days
(61 Reviews)
5.8
ashutosh1607sl

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$550 USD in 20 days
(30 Reviews)
5.7
infoashainfotech

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$700 USD in 20 days
(14 Reviews)
5.6
sssrihari

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$500 USD in 7 days
(13 Reviews)
5.6
RRStoyanov

Please check your PMB

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(48 Reviews)
5.5
ksupport

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(3 Reviews)
5.4
websolusionz

Please refer PMB. Regards, Kirthiga.

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(13 Reviews)
5.4
PrasadSolutions

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(27 Reviews)
5.4
hrarcon

Ready to work on your project.

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(5 Reviews)
5.0
extreamcode

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(1 Review)
3.6
queenofbargains

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(3 Reviews)
3.5
amin6106

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$504 USD in 30 days
(5 Reviews)
3.2
pragyaatech

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$750 USD in 30 days
(3 Reviews)
3.0