Search solution for an insurance broker insurance policies (documents)
Budget: $750 – $1,500 USD
This project is for an insurance broker that have several clients and each client buy several insurance policies and is difficult to have all this policies in the same place and difficult to organize them.
Each policy is already electronic, so all are digital documents and all the variables are independent.
So basically what needed is the following:
Part one: to create policies
1) Create companies (the companies that buy the insurance policies from the broker)
2) Create users, a company can have 1 or more users, all with the same permissions within the company
3) Upload documents file (policies)
4) Complete a form per each document file (policies) with around 10 fields
5) After that the system should read the policies files and auto fill the fields in this files. There are around 40 fields per policy, most are to be searched
6) Display a simple list of all policies in the system. A table with 3 to 5 columns showing in one column the name of the client, the other the ID of the policy, the name of the policy, the person or unit that it covers and maybe a few more fields
Part two: To search policies
While part one is only managed by superadmins, this part two is for clients and superadmins. The difference is that superadmins can see all policies in the system but a user of a client can only see the policies on his account (policies of the client), so while saving all the policies, they must be assigned to an existing client or a new client should be created based on the data of the policy.
So the search will have 2 ways of search:
1) A simple search field (like Google) where you will make a generic search and give all the results that include that terms in any part of the policies and return a table of results including the number of the policy, the name of the policy, and 2 or 3 more fields.
2) A set of filters with fields to fill, like "name: *fill name here*" or "endind date:*choose a range of dates*", etc. About 15 filters should exist. Once filled the person will click on a "send" button and again, the results table will appear
3) Each of the results can be clicked, and if clicked, they will send you to a display of the complete document.
4) In the results you can also select many of them and download all selected.
Preferably I want it in PHP and better if it's made over an existing open source CRM (like https://www.perfexcrm.com/) or any other open source existing document management tool. If it's inside a Wordpress is also good.
It can be done from scratch but that will mean that any other functionality not related to this will have to be done also from scratch.
It can be done in any php framework also so we can use a template.
Thanks!
Each policy is already electronic, so all are digital documents and all the variables are independent.
So basically what needed is the following:
Part one: to create policies
1) Create companies (the companies that buy the insurance policies from the broker)
2) Create users, a company can have 1 or more users, all with the same permissions within the company
3) Upload documents file (policies)
4) Complete a form per each document file (policies) with around 10 fields
5) After that the system should read the policies files and auto fill the fields in this files. There are around 40 fields per policy, most are to be searched
6) Display a simple list of all policies in the system. A table with 3 to 5 columns showing in one column the name of the client, the other the ID of the policy, the name of the policy, the person or unit that it covers and maybe a few more fields
Part two: To search policies
While part one is only managed by superadmins, this part two is for clients and superadmins. The difference is that superadmins can see all policies in the system but a user of a client can only see the policies on his account (policies of the client), so while saving all the policies, they must be assigned to an existing client or a new client should be created based on the data of the policy.
So the search will have 2 ways of search:
1) A simple search field (like Google) where you will make a generic search and give all the results that include that terms in any part of the policies and return a table of results including the number of the policy, the name of the policy, and 2 or 3 more fields.
2) A set of filters with fields to fill, like "name: *fill name here*" or "endind date:*choose a range of dates*", etc. About 15 filters should exist. Once filled the person will click on a "send" button and again, the results table will appear
3) Each of the results can be clicked, and if clicked, they will send you to a display of the complete document.
4) In the results you can also select many of them and download all selected.
Preferably I want it in PHP and better if it's made over an existing open source CRM (like https://www.perfexcrm.com/) or any other open source existing document management tool. If it's inside a Wordpress is also good.
It can be done from scratch but that will mean that any other functionality not related to this will have to be done also from scratch.
It can be done in any php framework also so we can use a template.
Thanks!