We are an insurance broker that connects A) Investors with B) Insurance Policy Owners looking to sell their Policies.
We are looking to build a Policy Management Tool (hosted online) that allows us to:
- Stores and Organizes information about each 1) Investor, 2) Insurance Policy, 3) Individual Policy Owner, and 4) Broker
- Allows us to link Policy(s) to Owners and Investors and Brokers
- Allows us to upload relevant documents (PDF) to Investors, Policies, Owners profiles
- Allows us to host "Auctions" of a Policy where Investors view the Policy, and submit bids
- Handles digital delivery (FTP) of materials to Investors/Clients
- Orders/Requests physical shipping of materials to Investors, when needed
- Handles scheduling of payments and reminders for Investors, Brokers, etc.
- Dashboard for viewing/monitoring Policies, live Auctions, statuses
- A built-in Reminder/Follow-up system for Brokers to keep their schedules organized
20 freelancers are bidding on average $3270 for this job
Your Insurance Broker Management Tool can be easily developed by our 2 very experienced dedicated programmers. Kindly open PMB to discuss your project further and move ahead. Thanks, Sushil
Hi We are interested in your project and read your requirements.We have completed 150+ big projects in last 5 years. Please check private message board for details.
Hello, we're a web development company. We have lots of experience at building ERP- and CRM-like enterprise software systems. Please check PMB for the details.