July 2, 2019

Insurance Broker Portal

Insurance Broker Portal

Client Portal:

  • Access Policies, Invoices, Payments, Claims
  • Report new Claims, Track claims info

Backend

  • Customer Service
  • Manage Client Information
  • Policies Information
  • Configure Products
  • Manage Commissions
  • Invoices, Payments
  • Sales Process Management
  • Marketing/Campaigns
  • Integration with SAP

Technologies:

PHP, MS SQL Server, SugarCRM

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