July 2, 2019

Insurance Broker Management System

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

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