Contact person: Insurance Policy Management System + Client-Facing Website

Phone:Show

Email:Show

Location: Bhopal, India

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"1. Project Overview
We are looking to develop a web-based insurance management system for an insurance policy dealer that sells car, warehouse, life, health, and other insurance policies.
The system will have two primary components:
Public Client Portal (Website) – Show services, collect enquiries, allow customers to view their purchased policies.
Internal Admin + Employee Portal (CRM) – Manage customers, policies, leads, renewals, claims, analytics, and automated notifications.

2. Goals
Centralize customer & policy data
Store and manage PDF copies of policies securely
Track sales, renewals, and revenue
Automate customer notifications (WhatsApp, email, SMS)
Provide analytics and reporting tools
Maintain a professional public-facing website for brand presence" (client-provided description)