Insurance Policy Tracking Database

Job ID: 39151144

Budget: $30 – $250 USD

I'm looking for an experienced Microsoft Access developer to create a database for tracking insurance policies. The database should be capable of managing and organizing all relevant data.

I imagine the database to be pretty simple with data sets of insurance policies, annuities and long-term care policies, simply listing out important information that relates to each record. I want the ability to have a very easy search function where I could type the client's name, and the database would bring up a visually appealing form or pdf that shows all of the information related to the policy.

In a dream scenario, I would like for each record to have the ability to be automatically updated from data pulled from the insurance carrier's website. I'm not sure if this is possible because I have to sign in each insurance carrier's website to find client specific data each time, which is why I am trying to build this database in the first place.

Key requirements:
- Database needs to track policyholder information and coverage details.
- Must be user-friendly and efficient for data retrieval.
- Experience in creating databases for tracking purposes is preferred.

Skills Required:
- Proficiency in Microsoft Access
- Strong understanding of database management
- Prior experience in developing insurance-related databases is a plus, but not important.