Hi, I am a vtiger developer and have more than 4 years experience in this field. presently I am working with vtiger 6.3 and am fully confident about your project. So, I am interested to work with you. Now I am developing many Standard/Extension modules and custom workflow for insurance company's project, same type task you are looking for.
So, I am sure that I will fulfill your requirement better that you are expecting.
If you want to see any demo, please send a live task for me and I will develop and show you as soon as possible.
Vtiger Implementation [5.4, 6.X]
1. Standard Module
2. Extension Module
3. Twilio Integration in vtiger
4. Reportico with Vtiger
5. VOIP integration in vtiger using zoiper
etc...
Please feel free to contact me if you any queries.