Database development, customizable report population and mor

We hope to deploy

1.) Gather datas via phone, email and website and integrate that information into reports as needed.

2.) Automated communication - if possible weekely automated phone calls and emails. We want to maintain constant communictaion and we invision those with email will receive am automated status update and inquiry weekly and an automated phone call which would deliver a status update message to the claiment and in the event of a voicemail it would leave the message. This message received by the claiment would direct them to email or call us or login to the website if they have a question or would like to add date/information. These communications should be customizable.

We help people with their claims. In doing so we require information from them that is submitted to their carrier in the form of reports. Our vision is to be able to obtain that information via phone, email and web communication. The database should populate customizable reports.

This information should be available to our business online and offline. There are occasions when we are in locations that internet is not available so information should be able to be entered into a desktop version of the database and then sync it when we have internet connectivity.

While much of the same information will be required from client to client. Because they are different clients, different reports with some different information is often required. We gather information via phone, email and the web.

This means that we would need to adjust the reports and the database to allow us to add and subtract fields of information.

The process, we contact the claiment via phone. A phone questionaire is used to obtain specific information. This information is to entered into the database. Since phone time is costly and inefficient we would like to obtain the most pertainant info via the phone. The balance of the data would be obtained by sending the claiment an email questionaire which could be filled out by the claiment and the reply would be received by the database and associated with the claiments records. Additionally the email would have a link which would offer a website alternative directing our claiments to a website where they can login and complete the process, answering the balance of the questions. This would allow claiments to login multiple times if they themselves are aquiring data needed over time.

Some reports

Report: Activity Log - Each contact is added to a log, all calls emails and website entries are entered in the database with date and time and individuals invloved. Who called what nymber and the date and time along with a short summary. (Sample Available)

Initial report: sumaary of specific information obtained from questionaire. (sample available)

Status report: each week a report is submitted with status

Close report: Also known as final report is the report we send at the end of the process (sample available)

I will provide greater detail along with actual reports and data requirements at stage to, prior to locking in an exact price for the work. My budget is not limited to an amount. We are looking for excellence and will pay for it.

Skills: Insurance, Valuation & Appraisal

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