Web portal for Insurance policy data
Budget: ₹12,500 – ₹37,500 INR
Work will be done only through freelancer website and first demo of how and what flow work will be done will be required. Similar work exp required to be shown first
Web portal requirement
Users Module
• Login to the web portal (Email id, password)
• Register to the portal (First name, last name, email id, mobile, password)
• Forgot Password(link will be sent to email)
• Change Password(password can be changed by logging in)
Subscription plan
• Free plan (limit some quantity of pdf upload and number of pages)
• Paid plan (Yearly/Monthly option) (amount to be paid on basis of quantity of pdf, number of total pages)
• Payment gateway integration
• Plan expiry notification to the users
Upload Module:
• Integration with streamlit required wherein we have deployed portal wherein users can upload multiple PDFs and, streamlit will connect with OpenAI and fetch pre fixed required information in Excel and in dashboard as well.
• We need that excel and data to be saved in our portal (user dashboard) side and user can download the same as and when required
• Import of Excel option also required so user can upload their own old excel (if any) into portal for record purpose and same shall be seen/merged with old data in user dashboard
• Data export period wise, company wise, policy type wise filter required in dashboard
• Manual data entry in portal or edit option of data entry required to correct wrong info if any
Data backup
• Create and save backup file on exit to registered mail id of a user so in future he can import the data from it.
Renewal Module
• Basis date of expiry of policy send renewal reminders automatically via whatsapp, mail and msg.
Updates module:
• Provision to upload YouTube videos or posts on website regularly
• Send bulk mails to user
Query module:
• Ticket number to handle queries/doubts of users
Web portal requirement
Users Module
• Login to the web portal (Email id, password)
• Register to the portal (First name, last name, email id, mobile, password)
• Forgot Password(link will be sent to email)
• Change Password(password can be changed by logging in)
Subscription plan
• Free plan (limit some quantity of pdf upload and number of pages)
• Paid plan (Yearly/Monthly option) (amount to be paid on basis of quantity of pdf, number of total pages)
• Payment gateway integration
• Plan expiry notification to the users
Upload Module:
• Integration with streamlit required wherein we have deployed portal wherein users can upload multiple PDFs and, streamlit will connect with OpenAI and fetch pre fixed required information in Excel and in dashboard as well.
• We need that excel and data to be saved in our portal (user dashboard) side and user can download the same as and when required
• Import of Excel option also required so user can upload their own old excel (if any) into portal for record purpose and same shall be seen/merged with old data in user dashboard
• Data export period wise, company wise, policy type wise filter required in dashboard
• Manual data entry in portal or edit option of data entry required to correct wrong info if any
Data backup
• Create and save backup file on exit to registered mail id of a user so in future he can import the data from it.
Renewal Module
• Basis date of expiry of policy send renewal reminders automatically via whatsapp, mail and msg.
Updates module:
• Provision to upload YouTube videos or posts on website regularly
• Send bulk mails to user
Query module:
• Ticket number to handle queries/doubts of users