Create web platform for truckers to manage their insurance.
$5000-10000 USD
Dibayar saat pengiriman
So currently, we have a website already which has some of the capability done but we need a team to do a great deal of work to finish it off in terms of functionality and design in order for it to operate to the degree that we describe roughly below. Our current website is LuckyTruckers.com.
Process flow for each stakeholder:
1. Customer
a. Go to site and they search for their company info using database
? If they had any questions, they have access live chat and then a full
support system connected to their login in which they can access their
support tickets.
b. They confirm data and add identity documents using platform
? If mobile, allow them to use OCR (image scraping tech) to take pics
? If web, show data confirmed and prepopulate fields and tell them, "please
go through this data and make changes as necessary, including adding
additional information"
c. They go to next page and fill out insurance application online and submit
d. The website form and encrypted data is sent to broker an outside platform,
Hubspot, creating a deal that alerts the broker, who starts to work on the
information and put together a proposal.
e. The data points are then prefilled into Progressive's portal providing a pricing
range which the customer then sees automatically.
f. Broker loads proposal into Hubspot, which carries the PDF to the website and
sends the customer an email that says their proposals ready, as the broker
updates or adds any data and saves in Hubspot, those changes should appear in
the website as well and alert the customer.
g. Customers can now manage their insurance proposal on the website using their
personal dashboard.
? Depending on policy type, customer can purchase directly on website or
call in (if Progressive - and be alerted to do so)
h. Customer purchases policy and then can request a certificate of insurance and
type in a request for some other type of change.
i. Broker manually issues certificate on the website which the customer can
manage and download certificate.
? They now have insurance and the process is done.
j. If they need to make a change, allow them to click, "make change" and take them
back through the form.
2. Broker (LuckyTruck)
a. Receive applications from customer via the website
? They work with the data on HubSpot too and their data transfer when they
want to.
b. They add the form back on the site for the customer to view and manage after
the broker drafts the proposal. The carrier selected in Hubspot determines
whether or not payment options appear on the website
c. They manage all of the proposals on their dashboard and are able to track stage,
status, and follow up step so that the pipeline management is streamlined
d. They are alerted when customer pays, and they issue the certificate through
uploading the document to the site.
? The deals are complete, Hubspot changes the deal to sold, and the they
load in real time into the dashboard in Hubspot. Sold but bound and bold
but unbound so that the broker can confirm that customers who have paid
have had their coverage bound.
e. Broker manages customer support tickets using the platform.
? If a customer submits a ticket online such as "I need to cancel my
coverage." a task is sent to the main dashboard and assigned to a broker
to monitor.
? If a customer submits request to alter policy, the specific broker is
informed and they can see & manage the request via the website.
3. Admin
a. Gets to see progress of all customers
b. Gets to manage progress of all brokers
c. Gets to see analytics about customer & broker numbers, sales, & platform usage.
d. Gets to see support requests data & progress
e. Simple dashboard, google admin style, allows certain broker to certain level of
use. I.e. we only want licensed brokers to make certificates.
f. Manage the content of the pages via the admin panel
? Being able to edit wording & pictures of certain descriptive pages, like
about, privacy, terms, news page, etc.
ID Proyek: #19743092
Tentang proyek
79 freelancer rata-rata menawar $7594 untuk pekerjaan ini
Hello as a core/custom web app developer i am having relevant skills and experience as you requested in your project description...i can share some demo as well in further chat. can we discuss more on this to get detai Lebih banyak
Hello, We are IT-Engineers and Business Analysts, creating complete web and mobile solutions, for already more than 15 years, supporting our products with custom digital marketing strategies and instruments. Befo Lebih banyak
Hi sir, I'm a professional SEO friendly website designer and developer. I developed all type of websites successfully. I've 10+ year of experience in website development and designing. I'm ready to work with you Lebih banyak
Create web platform for truckers to manage their insurance. Hello, I read your description and got what to do. I am looking forward to discussing more for your project. I am ready now, please message me to start Lebih banyak
Hello, My name is Adrian. I represent a software development company and we are looking for a long term relationship with all our clients. We are confident that our qualifications and professionalism will meet your Lebih banyak
Dear Client, I have understood the project requirements, if we can discuss once we can show a intial base demo, if approved we will do the rest. KInd Regards Ewall
Hi There, Hope you doing good. We are much expertise group of iOS, Android, Website developers and Designers. We will develop your website for truckers to manage their insurance as you want. Let’s discuss in detail th Lebih banyak
Hi there, nice to meet you! We are a team based in Argentina with strong experience in software and mobile development. We have strong experience in: PHP, Website Design, C# Programming, MySQL, HTML. We are able to d Lebih banyak
Hello LuckyTruck, Reviewed your project details. Yes, we can help you with this project. We have very good experience in website designing and development using Angular, Node js, WordPress, PHP, CodeIgniter, CakePH Lebih banyak
Hello There, I checked your post and I am ready to help you. Hope we will talk more so that we can discuss your project in detail. Please review our profile and past work here: https://www.freelancer.com/u/Jame Lebih banyak
Create web platform for truckers to manage their insurance. Hello. How are you? I have 6+ years highly skilled dedicated in-house team knowledgeable in: Graphic & Web-Design| Bootstrap| Responsive HTML5| PHP5| Larevel Lebih banyak
I appreciate your initiative to Create web platform for truckers to manage their insurance. Having an experience of more than 5 Years in Web & App Development, I am interested in the development of your idea. I can as Lebih banyak
I have 9+ years experience in .net platform , MVC , .net core and SQL Server I have built multiple projects based on .net and later using .net core sql server , entity framework , entityframework core , jquery , angul Lebih banyak
Hi There: Hope this note finds you in great spirits. We are team of IT professionals mentored by very experienced leadership. We offer solutions on WEB and Mobile technologies. Please visit our company site [login to view URL] Lebih banyak
Hi, My name is Benjamin. I'm an expert solution architect with over 14 years of experience. I have worked with Insurance brokers in the past (Marsh), and have a very good understanding of the business. I have rea Lebih banyak
Dear my employer! I checked your project carefully. I have a deep understanding of the problems you are going to realize in your project. They are not so difficult for me with 12 years of app development years. Unt Lebih banyak
Hi, I’m very confident in create web platform for truckers to manage their insurance. I’m very interested in your job and wanna dive in to your job right now. Let’s discuss more about your job in chat room. I’ll wai Lebih banyak
Hi. thanks for your posting. I'm very happy to have a chance of bidding your project. I have experience in development of the projects like yours If you hire me, I'll do my best for your project and finish greatly in a Lebih banyak
Hi,dear. I am very interested in your project - 'Create web platform for truckers to manage their insurance.'. I've already done this kind of project before. I'm a professional programmer with 12 years of experience. I Lebih banyak
Hello! I read your description carefully. I've always done my project the fastest and the highest quality. I think your project is best for me. The reason is that I am a Web development expert. If you want to check my Lebih banyak