Find Jobs
Hire Freelancers

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.
Rif. progetto: 38070001

Info sul progetto

5 proposte
Progetto a distanza
Attivo 11 giorni fa

Hai voglia di guadagnare un po'?

I vantaggi delle offerte su Freelancer

Imposta il tuo budget e le scadenze
Fatti pagare per il lavoro svolto
Delinea la tua proposta
La registrazione e le offerte sui lavori sono gratuite
5 freelance hanno fatto un'offerta media di ₹7.300 INR
Avatar dell'utente
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 in 2 giorni
4,9 (3 valutazioni)
4,0
4,0
Avatar dell'utente
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 in 2 giorni
0,0 (0 valutazioni)
0,0
0,0
Avatar dell'utente
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 in 7 giorni
0,0 (0 valutazioni)
0,0
0,0

Info sul cliente

Bandiera: INDIA
Ahmedabad, India
5,0
1
Metodo di pagamento verificato
Membro dal mag 15, 2019

Verifica del cliente

Grazie! Ti abbiamo inviato tramite email il link per richiedere il tuo bonus gratuito.
Non è stato possibile inviarti l'email. Riprova per piacere.
di utenti registrati di lavori pubblicati
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Caricamento anteprima
Autorizzazione per la geolocalizzazione concessa.
La tua sessione è scaduta ed è stato effettuato il log out. Accedi nuovamente per piacere.