Create web platform for truckers to manage their insurance.

So currently, we have a website already which has some of the capability done but we need a team to do a great deal of work to finish it off in terms of functionality and design in order for it to operate to the degree that we describe roughly below. Our current website is

Process flow for each stakeholder:

1. Customer

a. Go to site and they search for their company info using database

? If they had any questions, they have access live chat and then a full

support system connected to their login in which they can access their

support tickets.

b. They confirm data and add identity documents using platform

? If mobile, allow them to use OCR (image scraping tech) to take pics

? If web, show data confirmed and prepopulate fields and tell them, "please

go through this data and make changes as necessary, including adding

additional information"

c. They go to next page and fill out insurance application online and submit

d. The website form and encrypted data is sent to broker an outside platform,

Hubspot, creating a deal that alerts the broker, who starts to work on the

information and put together a proposal.

e. The data points are then prefilled into Progressive's portal providing a pricing

range which the customer then sees automatically.

f. Broker loads proposal into Hubspot, which carries the PDF to the website and

sends the customer an email that says their proposals ready, as the broker

updates or adds any data and saves in Hubspot, those changes should appear in

the website as well and alert the customer.

g. Customers can now manage their insurance proposal on the website using their

personal dashboard.

? Depending on policy type, customer can purchase directly on website or

call in (if Progressive - and be alerted to do so)

h. Customer purchases policy and then can request a certificate of insurance and

type in a request for some other type of change.

i. Broker manually issues certificate on the website which the customer can

manage and download certificate.

? They now have insurance and the process is done.

j. If they need to make a change, allow them to click, "make change" and take them

back through the form.

2. Broker (LuckyTruck)

a. Receive applications from customer via the website

? They work with the data on HubSpot too and their data transfer when they

want to.

b. They add the form back on the site for the customer to view and manage after

the broker drafts the proposal. The carrier selected in Hubspot determines

whether or not payment options appear on the website

c. They manage all of the proposals on their dashboard and are able to track stage,

status, and follow up step so that the pipeline management is streamlined

d. They are alerted when customer pays, and they issue the certificate through

uploading the document to the site.

? The deals are complete, Hubspot changes the deal to sold, and the they

load in real time into the dashboard in Hubspot. Sold but bound and bold

but unbound so that the broker can confirm that customers who have paid

have had their coverage bound.

e. Broker manages customer support tickets using the platform.

? If a customer submits a ticket online such as "I need to cancel my

coverage." a task is sent to the main dashboard and assigned to a broker

to monitor.

? If a customer submits request to alter policy, the specific broker is

informed and they can see & manage the request via the website.

3. Admin

a. Gets to see progress of all customers

b. Gets to manage progress of all brokers

c. Gets to see analytics about customer & broker numbers, sales, & platform usage.

d. Gets to see support requests data & progress

e. Simple dashboard, google admin style, allows certain broker to certain level of

use. I.e. we only want licensed brokers to make certificates.

f. Manage the content of the pages via the admin panel

? Being able to edit wording & pictures of certain descriptive pages, like

about, privacy, terms, news page, etc.

Skills: C# Programming, HTML, MySQL, PHP, Website Design

See more: free insurance agency management software, online trucking software, top 10 freight broker software, trucking management system, small insurance agency management systems, insurance agency management systems cost, trucking pro software, trucking software for small fleets

About the Employer:
( 4 reviews ) New York, United States

Project ID: #19743092

84 freelancers are bidding on average $7494 for this job


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