Task

Due to the project we were asked to create a CRM system, that will allow insurance agency manage customers data, products and phone calls. We had to develop a sofware that would be comfortable in use for employees. We needed to provide with different solutions for departmnets and create templates to work with products. We had created ifrustructure for fast searhing, backup, separate server. Before to start the project we payed attention to characteristic of the project, prepared UX-programm and handy interface.

Solution

We had developed an environment for a comfortable every day work of employees and departments. Engineering of the project based on past experience in working wiht ensurance companies and according to individual customer's requirements. It helped to create management system to manage customer's data, to automatize financial estimates, the system of reports, Chat for employees collaboration.p>

Technologies

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Deadline 5 months

The system was ready 5 months later since the beginning

On Main page were performed statistis of sales, manufacturing, graphic with different options, seaching, chat-online, etc., were performend.

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On this page we handle calculation of insurance products.

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On this page report about insurance product is shown, that provides detailed description of insurance policies and internal comunication.

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On this page Live chat based, it helps employees to collaborate in groups and private chats.

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On this page system handles the system of leads. CRM system is synchronized with advertising pages of the company, and prospects data transfers to the CRM.

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On this page there is a corporate mailbox, it has the same functionality as outlook.

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Mobile

Mobile design

Design for mobile devices contains the same functions as a desktop as well.

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Mobile

Mobile templates

Made with search engines recommendations and requirements , SEO-optimizers and usability specialists.

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Mobile

Mobile chat

Website is comfortable in usage on mobile devices and desktop as well.

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Mobile

Mobile chat

Website is comfortable in usage on mobile devices and desktop as well.

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Mobile

Mobile chat

Website is comfortable in usage on mobile devices and desktop as well.

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Mobile

Mobile chat

Website is comfortable in usage on mobile devices and desktop as well.

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