Online Management Tool for Insurance Broker

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

Skills: HTML, MySQL, PHP, Software Architecture, User Interface / IA

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About the Employer:
( 6 reviews ) Capital, United States

Project ID: #4235357

20 freelancers are bidding on average $3270 for this job


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$6000 USD in 45 days
(231 Reviews)

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

$5000 USD in 60 days
(77 Reviews)

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$3000 USD in 45 days
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(19 Reviews)

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$3000 USD in 28 days
(19 Reviews)

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$3000 USD in 40 days
(13 Reviews)

Hello, Thanks for posting the project on Freelancer. We have gone through the requirements and have some queries over it which we have sent on to your PMB. Kindly review the same and answer the queries so t More

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(6 Reviews)

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$2500 USD in 30 days
(31 Reviews)

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$2450 USD in 30 days
(3 Reviews)

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$1500 USD in 30 days
(24 Reviews)

Hi there, Thanks for giving us an opportunity to bid on this project. We are quite interested in building 'Online Management Tool' as we are skilled and experienced besides being able to provide you exactly what yo More

$4200 USD in 35 days
(13 Reviews)

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(25 Reviews)

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(12 Reviews)

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$3000 USD in 30 days
(1 Review)

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(8 Reviews)

over 8 years experience in web development.

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(11 Reviews)

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(3 Reviews)

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