Urgent! Help with management of insurance sales, policy management, and commission tracking with report capabilities
$1500-3000 USD
Bezahlt bei Lieferung
Project Description:
Creation of Microsoft Access Tables, Forms and Report to support the management of Insurance sales, policy management and commission tracking. Today, each insurance carrier creates a commission statement every month, which we must download and manually enter into an Excel Spreadsheet. We would like to download this data directly into a “Carrier Table”. The table should keep data in such an order that we could report on it month over month, year over year, etc.
When a new sale is made we would like to have an online form that our sales person or administrator could fill out with the information that is available. Later on as more information become available, we should be able to update that Client’s file. I would like to have the ability to search our client base at any time by line of coverage, sales rep, or any other data element. Storing a PDF version of a policy in the client’s file would be important.
Lastly, creating Sales or Management reports of the data is key. (See samples) This project is not too technically difficult, but we don’t have the time to stop and develop it. Microsoft Access is our choice because the size and scope of this project is small, but if you have alternative suggestions we would be open.
Key elements of project:
- Ability to import directly into tables.
- Ability to manually enter data into forms, which flow into tables
- Ability to report on table data and trends.
- Ability to search
- Ability to store PDF docs and images.
- Access to data via the cloud and shareable with security.
Projekt-ID: #8165139
Über das Projekt
15 Freelancer bieten im Durchschnitt $2323 für diesen Job
Hi I would like to work for you. I do handle such developmental work. I would suggest for couple of alternatives to deal with it. One of my suggestion is to handle it through packaged software where the data integr Mehr
Hello! I am extremely interested in this project and would love to work on this project, please reply back to discuss further. Looking forward to hear from you soon. Thanks!
Hello! I am a highly qualified business professional, currently doing my doctorate in economics and have tons of writing experience, I am very much excited and deeply interested in bringing laurels to your assignment, Mehr
Hello, I had been working as a senior programmer responsible for financial system developed in MS Access for over 6 years. I had been experienced with programming since 1999 and know very well working with ms access. Mehr
Professionally qualifies accountant looks for genuine employers who give the jobs as mentioned in the advertisements. We will devote our maximum capacity and the due professional care to all the assignments and ensure Mehr
hi i just finished a web app like that. i can demo for you right now i worked with software developer for 8 years experience so far you can see my profile with 100% project completion with big project so far. Mehr
Hello - I would be happy to to develop the database tool for your insurance business. As a financial professional and tech guru, I have created user-friendly data collection and reporting solutions for a variety of ne Mehr
I have quite a bit of experience creating Microsoft Access databases, and maintaining those databases. Much of my experience was obtained creating databases for a fortune 500 company. I currently work in the data col Mehr
Great! An another opportunity to create an application (CRM System) for an insurance company! I'm a Microsoft Certified Professional in Athens, GREECE with experiences in consulting, training and developing solutions f Mehr
