Insurance Broker Management System

Client: #1 Insurance broker in Portugal, #3 in Brazil, More than 1500 people globally.

• A complete Insurance data Management system for Broker (200+ employees)
• Information Management and Processing for modules below
  • Customers & Agents information
  • Insurance Companies/Branches
  • Insurance Products & Policies
  • Sales Process Management (CRM)
  • Claims & Adjustments
  • Calculate and Manage agent commissions
  • Calendar/Tasks/Reminders
  • Universal Search
  • Access Rights, Users, Administration
  • Receipts / Invoices and Payments
  • Reports
  • Integration with SAP
  • Data Migration from Old Software

Technologies:

PHP, MS SQL Server, NodeJS, MemCache, Linux, Git