This project was awarded to krishdts for $1400 USD.

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Project Budget
$750 - $1500 USD
Total Bids
Project Description


Vision: Software program or Platform for the allowing broker to go online, obtain an instant quote and submit applications and supporting documents for pricing and binding of insurance. This is a paperless application all document are uploaded to the file. Communications are thought the file.

a. Contact Management

i. Client List – Client Info

1. Policies In force

a. Policy

b. AI

c. Endorsements

d. Certificate holders


3. Policies


b. Renewals

i. Calendar

ii. Send Renewal letters

iii. Submission Options


c. Accounting

i. Accounts Payable

ii. Direct Bill account

d. Reports

i. Sales

1. Producer

2. Market

3. Class

4. Month

5. Year

6. YTD

7. Insured

8. Renewal

9. New Business

1. Process:

a. Broker login

i. New User

1. New Producer Page

a. Complete producers questions, creates (Producer Agreement (Form XXX)

b. Upload documents – Browse & Upload documents, check appropriate box for each document Producer Documents Page These form then be come available for viewing in the Broker Admin. page.

i. Upload – Document Check Box (002)

1. Producers Agreement (Form XXX)

2. License

3. E&O Declaration Page

4. W9

ii. Login – producer logs in to the site and land on the DASH BOARD. If the Broker is also the Administrator, they he views all producers information and administrative control over the producer under his supervision.

1. Username – (users email address only)

2. Password – (set by user)

2. Broker Dash Board – The following are the components visible on the dash board (Form)

a. Tracking Lists: If you double click the #### this it opens the File, by selecting any header column it sorts by the that header column (ascending or descending by each click)

i. Tracking Lists headers | #### | Eff. Date | Insured | Agency | Contact | Type | Status | Premium | Market

ii. #### - This is the quotation number for tracking purposes

iii. E-Date – This is the effective date indicated on the application

iv. Insured – this is the Insured Name form the application

v. Agency, this is the name of the Insurance Agency placing the submission

vi. Contact – this is the contact of Producer that has placed the business in the rater – this name is derived from the login

vii. Type – this is the type of insurance being quoted, this is derived from the application by selecting WC or GL

1. WC = Workers Compensation

2. GL = General Liability

viii. Status – Provides a quick understanding of the

1. Pending Quote

2. Add. Info Req.

3. Declined

4. Dead

ix. Premium

1. This is the Premium Amount derived from the quote

x. Market: This is the name of the Market Providing the Quote, this information is derived from the quote provided the Broker.



3. State National

4. Benchmark

5. Ullico

6. Etc.

xi. Dynamic lists: effective date, broker, insured, carrier, premium, state when selected take you to the file.

b. Submission /Quote / Bind Portal

i. Impute Applicant Info

1. Basic Data – Upload Existing Files

2. Complete Application - Upload Loss Info

c. Quote – PMAX receives quotation from Market and enters this data into form that populates the Pmax Quote to the Broker. This information is automatically emailed to the Broker, dynamic lists are updated with information. Dynamic List – Submitted Pending Quotation

d. Bind

1. Upload Complete signed Documents

2. Post Bind Elements

a. Policy Online – Auto link sent to broker

b. Insured Link to Docs only sent to broker and available

c. Endorsements


d. Certificate of Insurance

e. Endorsements request

f. Renewal Application

e. Contact Management

i. Client List – Client Info

1. Policies In force

a. Policy

b. AI

c. Endorsements

d. Certificate holders


3. Policies Renewals : <30 Days out, 30 to 60 Days 60 to 90

a. Provides List and application for editing

4. Reports: Breakdown, month, year, YTD, Compare, By

a. Monthly sent to each producer – his volume specifically

b. Company – Summary - , by type(WC, GL etc)

i. Total Submissions


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