CRM Development for Brokerage and Case Management
Fixed price
We are seeking an experienced developer to create a comprehensive CRM system tailored for our Life Insurance / Life Settlement brokerage. The system should include case management and underwriting processes, incorporating pre-designed tasks and a dynamic status dashboard. for real-time updates. Additionally, it must facilitate teamwork and Stand be integrated with M365 (or similar) for efficient file storage and retrieval. If you have a strong background in CRM development and a keen understanding of insurance brokerage underwriting and operations, we would love to hear from you.
Keyword: Business Development
Price: $500.0
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