Insurance broker CRM, Quotation & Commission system
CRM, Quotation & Commission system required for network of Insurance brokers
Required system to be automated with user names with security system and easy to access online with web base technology.
Addition to that we need to have proposal from expertise to have lead generating system for the network.
The scope is:
1. CRM system to the network to use for the client database same like salesforce
2. Quotation system to consolidate all the offers and summarize it in easy print report.
3. Commission system with different categories and levels
4. To be web base application to allow users access to the portal online anywhere.
Need proposals to negotiate the capabilities a based on that we can negotiate the project financials based on the experiences of similar projects delivered before.
20 freelancers are bidding on average $1315 for this job
I am ready to do it right now and will finish this very soon. I will start work just after awarding this project. Please contact me if you want quick response and best quality. Thanks.
Consider us the best one to do this job. We have extensive experience in handling CRM systems development and [url removed, login to view] team consists of rockstar developers.
You should using salesforce system as it easier and it has in built price and quotation module and also it is online . you doent need to buy separate hardware for this. Rest we can discuss