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Access DB Creation For Insurance Agency

$30-250 USD

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Dibuat lebih dari 10 tahun yang lalu

$30-250 USD

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Every month we receive insurance commission statements from various insurance carriers and we need to generate separate agent commission reports monthly using the data from each commission statement we receive. Every agent has a different commission split agreement with our agency and only a few select agents (Mangers) are paid an additional bonus income generated over and above the commissions paid. Example: Policy 1 Monthly Commission Split Agent1 70% commission Agent2 30% commission The total will always equal 100%; there could be up to 5 agents associated with each policy Quarterly Commission Split Bonus_Agent1 50% commission Bonus_Agent2 50% commission The total will always equal 100%; there could be up to 5 agents associated with each policy So in essence, we would like the ability to enter in all the data from the statement we receive and based on the information we enter, we would run a monthly commission report for each agent so we know how much to send each agent in the form of compensation. Sample Field(s): Monthly Commission Statement Policy Number: (based on the policy number entered – system would know who the agent or agents are linked to the account) Company_Name: FirstName: LastName: Date_Due (Note: This is month for which the commission was earned) Chargeback_Date: (Note: This is when we have negative commission amount, we have to adjust, in the report to recapture the commission(s) that was already paid out in a previous month or month(s) Policy_Type: (Note: Drop Down List; Group Health, Group Dental, Group Life, Voluntary Benefits, Individual Health, Individual Life, Individual DI, Fixed Annuity Master_Client_List (Table) We would like each policy that we are paid a commission on linked to a master_client list (table) that would list the policy information (Policy Type),(Carrier Name), contact information, etc. and the agent or agent(s) associated with the account. We would also like the ability to generate a mailing list of all clients by policy type, carrier name and policy renewal date. We would like to generate a separate monthly report that would generate a list of clients that will have their policy renewal date for a particular month during the year; with an additional mailing list feature, Agents (Table) We would like a separate table listing the contact information of every agent associated with our agency. List should contain basic contact fields, their commission split with our agency, example 80%. We would like a different commission split column for different products and or policies types sold. Example: Group Health: 40% would be the commission to the agent; Example: Individual Health: 80% would be the commission to the agent. Commission levels will change over time so we need the ability to edit the commission percentage. This db needs to be compatible with Access 2013, you would create this DB from Scratch.
ID Proyek: 5162749

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I have already done a similar project recently - only this was related to telecom commissions. If you would like to see a sample db based on your specs please let me know - I will need all the details and sample of your commission statements to start. If you have any existing data about the customers, agents, managers, policies in excel I would be able to import them to the new db. Please let me know if you need any other details/clarifications/answers from me. Rajiv
$200 USD dalam 10 hari
4,9 (154 ulasan)
6,9
6,9
27 freelancer menawar dengan rata-rata $235 USD untuk pekerjaan ini
Avatar Pengguna
Hi, This sounds interesting to work on. Will you use database in network (more users simultaneously) and can I have, if I am selected, some dummy data to see the format of data? Best regards, Branislav Mihaljev former Microsoft Access MVP
$322 USD dalam 10 hari
5,0 (323 ulasan)
7,9
7,9
Avatar Pengguna
Dear, I am Access automation Expert since 11years. I will be available after development, as support. Regards, Fabrice
$247 USD dalam 10 hari
4,7 (86 ulasan)
7,3
7,3
Avatar Pengguna
Hi, Access VBA expert here, I offer you user forms with auto filling, dropdown and pop up calendar for date fields in the application I can offer you with a very dynamic application for you requirements with a user friendly interface for data operations like insert/update/delete etc, as well as data analysis report generation. One of the major requirement of your's is that for each policy there may be a different number of agents associated and each one of them will have his/her own commission percentage for the policy in question. Now how to co-relate this info in a single table ? Suppose there are 3 agents with a policy number PC101 then one of the way is to make 3 entries in the table (1 for each agent), let me tell you this approach will cause problem and make the table large and complex also there will be issue of the primary key which in this case must be PC101, but since you have 3 agents with PC101 then how to enter PC101 3 times in a table as a primary key, there is another approach and programming logic which I have to handle this aspect of your data where in there will only be a single entry (table record) for PC101 and the info of all the 3 agents will be stored in this single table record only and the info will co-relate perfectly when required. I want to send you an access DEMO application to give you an idea of the functionality that I can offer you, if you could reply me on this message I will be able to send you the demo app. Regards.
$120 USD dalam 7 hari
5,0 (22 ulasan)
5,3
5,3
Avatar Pengguna
Hello Greetings! We went through your project description and came to the conclusion that this project has two parts. First, database creation and second, reporting. This project needs technical skill set like MS Access and SQL together with strong algorithmic/logical sense for successful delivery. Perfexus team possesses necessary skill set and is highly interested in doing this project. We are a group of individuals having expertise in diverse sectors like Product Development, IT Services, Finance, Marketing, Sales, etc. We work in field of programming, testing, documentation, and data entry. We can deliver your work as per requirement , which will be professional, accurate and presentable. Based on our experience we can also suggest some changes which will add value to your application. If you are ok we can also create an online version of your application which you and your agents can access 24 by 7 from anywhere in the world. Thanks Perfexus Team
$555 USD dalam 10 hari
5,0 (1 ulasan)
4,7
4,7
Avatar Pengguna
I have 8 yrs of Exp in VBA,VB6,VB.net and MsAccess. I have developed many applications in VB6,VBA,VB.NET. Ready to start Can You send me your Sample file / Project details if you want i will also send demo of my work or you can download from my profile also (VB6.0 + Access Database) waiting for your feedback on same.
$222 USD dalam 10 hari
5,0 (12 ulasan)
4,8
4,8
Avatar Pengguna
Experienced programmer with more than 10 years of development experience here. I have handled production applications with various technologies like .NET, PHP, Classic ASP and many more using databases like MySQL, Microsoft SQL, Access and etc. Mentioned below are a few USPs for choosing me: 1. Well written codes with proper documentation 2. Highest possible code optimization 3. Quick support through email / skype / telephone 4. Daily / Weekly status reporting Let's discuss and make this project a success. Regards, Hardik Shah
$200 USD dalam 5 hari
4,9 (24 ulasan)
4,6
4,6
Avatar Pengguna
Hi, I'm very interested helping you creating your Access database, I have more then 7 years of experience in SQL and database administration, modeling, and manipulating, please do not hesitate to check my portfolio, there is some samples of databases modeling and database administration manual. I've checked your requirement I can do this job in the deadline without a problem, because I've done many projects like this. Please award me the project and send me all other details about your project, so we can start due to your deadline. I'm available, and can start immediately. Looking forward to working with you. Thank you for your consideration. Regards
$242 USD dalam 10 hari
4,4 (31 ulasan)
5,3
5,3
Avatar Pengguna
Hi Having more than 12+ years of experience in development. I have done so many application in MS access and also in .net using ms access as a back-end. I have gone through your requirement and I would like to do this project as it matches my skills and development I have done. I have analysed your requirement and Jot down some points )Login Module * User registration * Change pass * Roles rights of user 2) Agent Module * Agent Master(This form will help us to enter all the details about the agent) 3)Policy master( User can ADD,EDIT and delete policies and enter policy detail from this form) 4)Main Form 5)Multiple Reports These are some points some more forms can be added at the time of development . Please check my portfolio. Looking forward to working with you Thanks Chetnaa A Desai Waiting for reply
$181 USD dalam 10 hari
4,5 (20 ulasan)
4,8
4,8
Avatar Pengguna
Hi, A working demo may be shared based on your specific needs. Once you get convinced with demo, we could move forward for payment. Let me know if you are interested. Regards,
$222 USD dalam 10 hari
4,8 (3 ulasan)
3,3
3,3
Avatar Pengguna
A proposal has not yet been provided
$155 USD dalam 10 hari
5,0 (1 ulasan)
3,0
3,0
Avatar Pengguna
we are ready to start wit your concern. we make available the project in 2days for you to start testing
$133 USD dalam 3 hari
5,0 (2 ulasan)
2,4
2,4
Avatar Pengguna
A proposal has not yet been provided
$155 USD dalam 10 hari
5,0 (4 ulasan)
2,2
2,2
Avatar Pengguna
Hi, I am Access expert with more then 10 years experience in Access and Excel. I am VBA expert too. Looking forward to work with you.
$315 USD dalam 15 hari
0,0 (1 ulasan)
2,7
2,7
Avatar Pengguna
I have worked as data specialist for UK government for past 15 years creating and modifying Access databases as part of my day to day work. I am currently on a 2 year career break. Prior to CCW I worked in the NH as database & information officer. I am new to freelancer but if you google "cyprian payne" & "CCW" you will find references to database work I have completed. I can provide this database in MS Access 2003 (which you can easily convert to Access 2013). what OS are the machines using? how many? PC or MAC? Do you have a more detailed description of what you want from the database? Best Regards, Cyprian Payne.
$111 USD dalam 10 hari
0,0 (0 ulasan)
0,0
0,0
Avatar Pengguna
Respectable Sir, My name is Muhammad Nawaz. I have spent 16 years of experience in IT field. But on Freelancer.com it will be my 13th project. My services are in internet campaigning, managing emails, contacts, research work, remote assistance, data entry, data backup and recovery as well as I have done online research work. I also have the experience of reliable workings in MS Windows environment, MS Office (MS word, MS Excel, MS Power Point, MS Access- I have created many databases for Some IT institutions in MS Access). I have started walking towards another milestone of Sql and DOTNET environment. On freelancer.com platform I have the honour to bid on your project. I assure you that I have the ability to complete the given task satisfactorily. My bidding is still negotiable to minimize. Let me prove myself PLEASE SEE MY PORTFOLIO FOR PREVIOUS WORK>>>>>>>>>>>>>>> Thanks
$333 USD dalam 20 hari
0,0 (0 ulasan)
0,0
0,0
Avatar Pengguna
I am a Expert Level Acces/VBA/SQL Developer for over 16 years. I will develop an Access Database Application based on your requirements. I have created customized functional, user friendly database applications for several clients that include Options Trading System, Budget forecasting, Property Account Dashboard using Crosstab Queries , Invoicing System, Design center Appliances/Fixtures selection system and financial (investments) applications. Customer recommendations:-. “I could not have been happier with my Access support. I was looking for someone to support and guide me in an access database development. He was very knowledgeable and a great teacher. I would recommend him to anyone looking for a "coach" as they reach the peak of the access database skills. ” — janessaTAP "The past due email function works swell – thanks! This feature is HUGE – it will save us many many hours." -- Commlog “Wipula did a great job, cared about the deadline and finished on time. In addition, he was very willing to meet my revisions. I look forward to working with him again.” — opedcartoon “He did a great job on this project. He delivered quality work within the expected time frame and kept me updated on the status of different efforts. On time sensitive needs he worked extra hours to meet deadlines. I plan to work with him on future efforts.” — rphilli5
$333 USD dalam 10 hari
0,0 (0 ulasan)
0,0
0,0
Avatar Pengguna
I have experience developing Insurance and Insurance Brokerage applications. I can bring this experience to bear on your project and deliver an Access based project that will substantially meet your requirements.
$250 USD dalam 10 hari
0,0 (0 ulasan)
3,5
3,5
Avatar Pengguna
I have an appropriate experience for this task and I propose the best price for it. I have been implemented databases based on Access and SQL for 2 years and have very good financial background for satisfying your needs. I want to help you in creating good quality IT product. Best regards from Ukraine! Artem.
$155 USD dalam 10 hari
0,0 (0 ulasan)
0,0
0,0
Avatar Pengguna
Dear Sir / Madam, According to the provided information for the commission system you like to build on Microsoft access database , I'd like to introduce my bid of building the complete system for you whether on Microsoft access or SQL ( server / Client Desktop application ) for 200 US$ and delivery During 8 days through milestone payment. Thanks and Best regards Hammam
$200 USD dalam 8 hari
0,0 (0 ulasan)
0,0
0,0
Avatar Pengguna
Hello My name is Roxanne Fisher. I am a currently finishing a bachelor of science degree in Computing with a major in Information Technology, and a minor in Multimedia. I am highly trained, and meticulous with my work.I am very hard working and focused. If you award me this job you will have no regrets as I work to please. I will not be happy till you are happy.
$155 USD dalam 10 hari
0,0 (0 ulasan)
0,0
0,0

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Bendera UNITED STATES
New Orleans, United States
5,0
9
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Anggota sejak Nov 7, 2013

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