An insurance advisor dashboard
Budget: ₹37,500 – ₹75,000 INR
More details:
What main functionalities should the dashboard include? Client management, Policy tracking, Reporting and analytics, Lead / prospect management, Multiple insurances for a given customer
Which types of insurance will the dashboard need to support? Health insurance, Life insurance, Auto insurance, Vehicle insurance, Multiple other insurance types
Who will be using the dashboard? Insurance advisors
What main functionalities should the dashboard include? Client management, Policy tracking, Reporting and analytics, Lead / prospect management, Multiple insurances for a given customer
Which types of insurance will the dashboard need to support? Health insurance, Life insurance, Auto insurance, Vehicle insurance, Multiple other insurance types
Who will be using the dashboard? Insurance advisors