Find Jobs
Hire Freelancers

Comprehensive Insurance Policy Management and Dashboard

₹1500-12500 INR

Stengt
Lagt ut 14 dager siden

₹1500-12500 INR

Betalt ved levering
I require a competent freelancer with experience in creating management systems to develop an automated spreadsheet for my insurance business. It will encompass the management of multiple insurance policy types including, but not limited to life, health, motor, travel and term insurances. Key Requirements: - Accurate tracking of policy details: This will span essential areas such as policyholder's name, policy start & end dates, insurance company details, premium amounts, policy type and number, beneficiary information, registration number, contact numbers, email IDs, premium collected, next expiry and other insurance related parameters. - A fully functional dashboard: Capabilities include report generation, tracking of premium payments, calculation of policy expiry dates, display of policy summary, automated notifications, search/filter options, display of policy status, enabling data exports, provision of visual graphical representations, user login and access control for security purposes. The system should also be equipped with capabilities for client information management, policy tracking, automated alerts and reminders, commission calculation and provide an overview via the dashboard. The ideal candidate should possess the required skills in systems design and data management. They should also have a profound understanding of insurance policies and their operations to deliver an intuitive and efficient output.
Prosjekt-ID: 38070001

Om prosjektet

5 forslag
Eksternt prosjekt
Aktiv 10 dager siden

Ønsker du å tjene penger?

Fordeler med budgivning på Freelancer

Angi budsjettet og tidsrammen
Få betalt for arbeidet ditt
Skisser forslaget ditt
Det er gratis å registrere seg og by på jobber
5 frilansere byr i gjennomsnitt ₹7 300 INR for denne jobben
Brukeravatar
Hello, I'm an experienced actuary (insurance field) & data analyst with expertise in VBA Excel. I've successfully delivered data-driven insights and custom solutions in my last works. I'm excited about the opportunity to bring my skills to your project and help you achieve your goals. Let's discuss how if you're interested. Best regards,
₹7 000 INR om 2 dager
4,9 (3 omtaler)
4,0
4,0
Brukeravatar
Hi there, I am an experienced accountant, highly skilled in excel and insurance policies. I can perfectly handle this project for you and deliver the desired outcome ins less that 2 days. Please reach out. I will begin working right away I have a proven track record
₹2 000 INR om 2 dager
0,0 (0 omtaler)
0,0
0,0
Brukeravatar
Creating an automated spreadsheet like the one you require entails accurate tracking of complex details, an area which I have proven competence in. Given my diverse skillset, I believe I can offer a unique perspective while still fulfilling all your specific requirements. I look forward to discussing the project further and assuring you that by choosing me for this project, you'll be making the smartest choice possible. Regards Esha
₹7 000 INR om 7 dager
0,0 (0 omtaler)
0,0
0,0

Om klienten

INDIAs flagg
Ahmedabad, India
5,0
1
Betalingsmetode bekreftet
Medlem siden mai 15, 2019

Klientbekreftelse

Takk! Vi har sendt deg en lenke for at du skal kunne kreve din gratis kreditt.
Noe gikk galt. Vær så snill, prøv på nytt.
Registrerte brukere Publiserte jobber
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Forhåndsvisning innlasting
Tillatelse gitt for geolokalisering.
Påloggingsøkten din er utløpt og du har blitt logget ut. Logg på igjen.