DNA Liberty Sales Transfer

Closed Posted 4 years ago Paid on delivery
Closed Paid on delivery

We are an outbound insurance sales call center. We work for an Insurer. We are required to call customers, make sales then capture these sales and export the data to the insurer daily.

We currently use a manual process. Our sales agents write on a paper application( standard funeral [login to view URL]) all the details required for the policy. This then gets sent to a QA dept where the applications are checked for missing information then recaptured into a MS SQL database. The data with all fields then is exported into a single dat file daily with a header and footer. The structure of the data on the dat file is as per attachment Layout_NEW_QJ575.xlsx.

Also there are values inserted for certain fields as per the attachment Data_Values.xlsx. These need validation.

We make about 20-30 policies per day. So these policies need to be sent daily to the insurer. The batch can be sent at least once daily.

What we need is a web based application form that caters for all the possible fields so that an agent can capture all the relevant details while speaking to the client. The sales agent then can save the form for later or if complete then send to QA.

QA will then need to open these applications and verify these polices. QA Then can either process policy(send to insurer- export) or rework the policy back to agent with comment.

All policies ready for export will be then sent at end of day- say 8pm daily in format .dat (sample attached). The insurer also sends a feedback file daily with any errors (error file attached). This needs to be imported back into system and sent to QA to fix.

Data Processing Data Entry Visual Basic ASP C Programming

Project ID: #20804223

About the project

7 proposals Remote project Active 4 years ago

7 freelancers are bidding on average $993 for this job

zohaibkhanlodhi

Full Stack Developer Over 6+ years of diversified experience, I always try to give my best to each and every project. As a developer, I love to help my clients to complete their projects. From every project, I got a un More

$750 USD in 15 days
(1 Review)
2.8
YathaNaveen

I am very good in data entry. Relevant Skills and Experience Skills: data entry, copy typing. 100/1000

$1250 USD in 20 days
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0.0
techlinesols6

Dear Prospect Hiring Manager. Thank you for giving me a chance to bid on your project. i am a serious bidder here and i have already worked on a similar project before and can deliver as u have mentioned "I can do th More

$825 USD in 7 days
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njyothinath

absolutely i do that work with good quality. so please give that the work. am had 5 years experience. so please give me that work.

$1125 USD in 7 days
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saggihemant17

Hi, I have an experience of more than 7 Years in Web/Mobile apps testing. This would be my first project as a freelancer. I would be giving my 100% to deliver the desired output. Looking forward to work with you.

$1125 USD in 7 days
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fastworker12

I Am so glad that i was biding on your project. since this project is based on excel I got skills on using Microsoft excel and other Microsoft applications and i got some skills in fast typing so I think this project s More

$750 USD in 4 days
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