Comprehensive Insurance Policy Management and Dashboard
₹1500-12500 INR
Chiuso
Pubblicato 15 giorni fa
₹1500-12500 INR
Pagato al completamento
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.
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,
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
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