ONLINE SUBMISSION / BIND PLATFORM for INSURANCE

In Progress

ONLINE SUBMISSION / BIND PLATFORM – WHOLESALE INSURANCE

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

2. Quotes

3. Policies

4.

b. Renewals

i. Calendar

ii. Send Renewal letters

iii. Submission Options

1.

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.

1. UCIC

2. PCIC

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

i.

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

2. Quotes

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

1

Skills: PHP, Software Architecture

See more: w9 for, understanding quote, type of account in accounting, total application software company, submission page, state auto insurance, state auto, set o application, sales force software, sales broker agreement, quotes submission, quote architecture, quick sorts, program c++ online, program c# online, process workers, platform process, php online platform, paperless post, online with market, online sales market, online producer, online platform for accounting, online new business, online market reports

Project ID: #837615

Awarded to:

krishdts

Please check PMB for details.

$1400 USD in 30 days
(73 Reviews)
8.1

16 freelancers are bidding on average $2238 for this job

rockerstech

Please check out my proposal for you .

$1500 USD in 30 days
(77 Reviews)
7.6
gws

Right profile and high quality work await your acceptance. Please check PMB for details. Thanks & regards,

$1500 USD in 45 days
(38 Reviews)
7.2
p4provider

we can help you, please check pmb for further details, Thanks

$1200 USD in 18 days
(73 Reviews)
7.1
jishuprasun

Hello Sir,For Quality work,you can choose us,Please view PMB,Thanks and Regards,Prasun

$1500 USD in 30 days
(61 Reviews)
6.4
ask2itsolutions

Hello plz check PM for details.

$1250 USD in 30 days
(28 Reviews)
6.4
jeevanoss

Pls see the PMB

$1200 USD in 24 days
(36 Reviews)
6.2
cbssales

Hello, We will be keen in taking this up. We will provide you with single point of contact, who will be available on skype or any other IM's. Kindly check the PMB. Regards, Credent Team

$1000 USD in 30 days
(4 Reviews)
4.3
SJMSoftech

Greetings from SJM Softech Pvt. Ltd. Please check your PMB!

$4000 USD in 60 days
(1 Review)
4.0
arman321

SERIOUS BIDDER.CHECK PMB.

$2000 USD in 20 days
(5 Reviews)
4.2
WebtechCoder

Hello Sir Please get ONLINE SUBMISSION / BIND PLATFORM for INSURANCE in very economical cost, Please check my PMB

$1150 USD in 25 days
(3 Reviews)
1.0
onlinegeeks

We are dedicated to internet development and have over 10 years of experience, we have help many agencies and insurance companies with their software projects so you can be sure we'll have your project working asap.

$8500 USD in 60 days
(0 Reviews)
0.0
webnotas

Experience in training with experience in software development, database management and LAN connectivity, configuration, technical support computer, responsibility, and self-improvement, additional knowledge of Languag More

$2300 USD in 15 days
(0 Reviews)
0.0
huangguocai

Dear friend,though we are new to here,we have done a lot programs like this,if you don't like the price or processing days,we can talk in the message ,hope to see your email ,thanks. Have a nice day

$1100 USD in 7 days
(0 Reviews)
0.0
davemob

Hello Sir, Polydiam Infosoft is based in London, United Kingdom. We have over 18 programmers, all experts in their various respective programming disciplines plus a team of project and sales managers. Polydiam Infos More

$5000 USD in 60 days
(0 Reviews)
0.0
quiqhiqcom

see: private message

$1200 USD in 30 days
(0 Reviews)
0.0