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Insurance broker CRM, Quotation & Commission system

This project is ending in 4 days and has an average bid price of $1322 USD.

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Project Budget
$100 - $300 USD
Total Bids
19
Project Description

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.

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