Insurance Multi-Level Network Marketing Back Office Application

Hello,

I am looking for someone can develop a Back Office for an insurance multi-level (network marketing) application to keep track of:

1. Agents

2. Clients

3. Clients Policy

4. Licensing

5. Writing Letter

6. Commission interface

a. Importing excel files from insurance providers (Commission file)

b. Manual Enter

c. Display file and allow user to make change to data before processing

d. Processing Commission

e. Pay Commission

7. Agent Hierarchy Display

8. Reports:

a. Agent Reports (Hierarchy and personal)

b. Clients Report by Agent (Hierarchy and Personal)

c. Display Agent Hierarchy (Agent and Client)

d. Mailing Letter to client and prospect client

e. Commission Report

1. By Agent

2. By Hierarchy

3. Commission Summary Report

a. Drill down to details

The application need to be able to replicate each agent has its own similar Back Office.

The application need to be design under Microsoft .NET platform.

The application need to in two different presentations. 1. Marketing Website with login to the back office. 2. Is the Back Office for the agent to perform his or her business.

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Nº du projet : #2758696

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