quote system / insurance

ปิด โพสต์แล้ว Sep 6, 2011 ชำระเงินเมื่อจัดส่ง
ปิด ชำระเงินเมื่อจัดส่ง

Hi there,

The project is an admin with 3 level.

One for the admin of the site

The second is for insurance company

And the third is for a user.

So a client comes to our site, he need to register. Then we ask them question related to their car insurance / home insurance / life insurance / Travel insurance / Mortgagee Insurance /

*************

***ADMIN***

*************

The admin must be able to communicated will user.

The admin can create admin user.

The admin need to edit a list of broker, the information of a user will be sent to a specified email that came from a broker.

Need to see if they have sell a policy or not.

If they have paid their monthly fee’s

Must do a term and agreement for broker and user.

**************

***BROKER***

**************

The broker will receive an email saying that he have some file to work on.

When he make a quote, he will need to had the coverage + the price.

When he will sell a policy we need to know that he have sell the policy. (check box)

Broker will know if the user want him to be call or not

Broker will be able to send more questions base on the information the provide.

Must agreed on the term an agreement

***********

***USER***

***********

The user get a registration form, then he confirm is email.

Then we have a listing of questions for all product we offer.

They must be related to a DB, be cause a client will be able to see or make any modification to the form.

Client will need to choose how is the current broker or insurance company. If the broker is not in the list, we will be able to fill out a small form to ask to had a broker.

They need to enter if they want us to share their phone number with the broker, how many of them they want a quote from. (let’s say we have 100 of broker register. If the client say he want quote from 3 of them, then we select 3 broker that is close from him. Then we send the info to 3 of them.) If he don’t care it could be 15 /20/ 100 or all of them that we will send the quote.)

User need to provide the renewal date of each product.

Must agree with the term and agreement.

I will probably update the description.

I have a web site for your refereal. I would like to have similar to them.

Thanks to all,

Alain

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