I'm looking for someone to develop a CRM system used for a public adjusting insurance company. We use zendesk, and a current CRM which we will name later.
Project will be a long term development, along with maintenance and creation of new features over a period of years and/or months.
The NEW CRM should be a claims management web-based software used for our business and eventually distributed/sold to other companies in the insurance business, third-party administrators (TPAs), and other entities that handle claims processing.
Here are some key features of the NEW desired CRM:
1. Claims Intake and Management
Claim Entry: Users can quickly enter new claims, whether they are submitted online or entered manually.
Automated Workflows: Claims are automatically routed through predefined workflows for faster processing and approvals.
Customizable Claim Forms: Tailor forms to meet specific needs for various types of claims.
2. Claim Tracking and Monitoring
Real-Time Status Updates: Users can monitor the status of claims in real-time.
Task Management: Set and track tasks for claim adjusters, supervisors, and other team members.
Audit Trails: Maintain a full audit trail for all actions taken on a claim, ensuring transparency and accountability.
3. Document Management
Paperless Claims Processing: Manage and store claim-related documents electronically.
Attachment Handling: Easily upload and associate supporting documents (photos, invoices, statements) to claims.
Document Search: Powerful search tools to quickly locate and retrieve documents.
4. Claims Adjudication and Decision Support
Automated Decision Rules: Implement automated rules for adjudicating claims based on predefined criteria (e.g., policy coverage, claim type).
Integration with Underwriting Systems: Integrate with existing underwriting systems to access policy information and expedite claims processing.
Claims Validation: Check for consistency and ensure claims are in line with company policies.
5. Collaboration and Communication
Internal Communication: Features like notes, tasks, and alerts enable team members to communicate within the platform.
External Communication: Contact claimants, vendors, or service providers directly from the platform with built-in email or messaging systems.
Alerts and Notifications: Automated notifications to keep relevant parties informed about claim status or required actions.
6. Analytics and Reporting
Custom Reports: Generate and customize reports on claims, trends, and performance metrics.
Claims Analytics: Analyze data to identify patterns, fraudulent claims, or opportunities for process improvements.
Real-Time Dashboards: Visual dashboards for tracking KPIs, claim volumes, aging, and other metrics.
7. Fraud Detection
Fraud Prevention Tools: Built-in tools to identify red flags for potential fraudulent claims.
Analytics for Fraud Risk: Evaluate claims based on historical patterns to detect anomalies.
8. User Roles and Permissions
Role-Based Access: Define user roles (e.g., claim adjuster, supervisor, admin) with specific permissions and access rights.
Audit and Compliance Controls: Ensure users are only accessing information they’re authorized to view, helping with regulatory compliance.
9. Integration Capabilities
API Integrations: Integrate with existing insurance systems, databases, and external applications.
Third-Party System Integration: Compatible with various third-party services for payment processing, claims verification, and more.
10. Mobile Accessibility
Mobile-Friendly: Allows adjusters and claimants to access claims and process updates via mobile devices.
Field Access: Claims adjusters can take photos and make updates from the field through mobile applications.
11. Customer Self-Service Portal
Claim Submission: Allow policyholders to submit claims and track their status online.
Claim Updates: Enable claimants to access the latest updates and communicate with adjusters.
12. Compliance and Regulatory Support
Regulatory Adherence: Features to ensure claims handling complies with industry regulations and standards.
Audit Logs: Full history of actions taken within the system, helping with audits and ensuring regulatory compliance.
13. Customizable Workflows
Tailored Workflows: Adjust workflows based on the type of claim or the specific needs of the business, ensuring efficiency.
Multi-Step Claim Handling: Complex claims can be handled through multi-step workflows, with each step reviewed or approved by the right person.
14. Security Features
Data Encryption: Protect sensitive claim data with encryption methods.
User Authentication: Secure login with multi-factor authentication options for added security.
I will provide more information at a later date to expand on what we are looking for with this system.
With my extensive experience in e-commerce and full-stack web development, I bring valuable expertise to the table for your advanced CRM project. Your project resonates with me, as a former developer for large corporations, as it encompasses a wide range of features crucial to claims management. From designing customizable claim forms that suit various claim types to ensuring a safe document environment where necessary attachments can be easily linked with their respective claims, I'm adept at constructing comprehensive systems.
Additionally, my proficiency extends to data analytics and reporting – your system will be equipped with custom reports derived from real-time dashboards that highlight valuable KPIs. Economist Arthur Laffer once said, "To foresee the future, look at the past." I strongly believe this applies to your fraud detection needs too. By analyzing historical patterns and comparing them with live data, our system can efficiently identify potential fraudulent behavior.
Hi, First of all i would like to mention, we already have experience working with the USA based insurance company to develop their back-end process. We have worked on many big project with years of on-going working to deliver the robust system from scratch.
I have reviewed your requirements & understand you need a custom claims management system tailored to your business needs and the broader insurance industry. We are confident that we can deliver a web-based CRM that meets the comprehensive requirements for
* Claims intake, management, tracking, adjudication, and more.
* Paperless Claims Processing & automated updates
* Automated Decision for claim settlement according to per-defined rules
*Communication: notes, tasks, and alerts (for internal updates)
Contact claimants, vendors, or service providers (For external communication)
* Different custom Reports: Based on different parameters & filters
* Real-Time Dashboards with analytics & data
* Role-Based Access with system features
*Tailored Workflows: Multi-Step Claim Handling
* Security with Data Encryption
We would love to discuss the specifics of your current CRM and Zendesk setup, as well as any unique needs or challenges you face with your claims processes. This will help us design a system that integrates smoothly with your existing tools and enhances the workflow without disruption.
Let's discuss further in detail
Thanks
As an experienced developer with an acute knowledge of API integration, I can efficiently create a state-of-the-art claims management system that will streamline your insurance business operations. Over my 8+ years in the industry, I've honed my skills working on similar large-scale projects as indicated in your project description. My ability to integrate with existing systems like Quickbook and Salesforce will be essential in building a powerful CRM solution for your unique needs.
Moreover, my proficiency with frameworks such as Laravel and CMS platforms including WordPress can ensure rapid development without compromising on quality. I am confident my solution-oriented approach, attention to detail, and past experience building custom ticketing and event portal systems can accommodate the comprehensive functionalities of the claim compliance part of the CRM.
Choosing me for this job means not only getting a competent developer but also having someone who is dedicated to your project's success throughout its lifecycle - from its initial development to performance optimization and the addition of new features over time if needed. I'm excited about the potential of this project and look forward to discussing it further with you. Let's collaborate to revolutionize claim management for ease, efficiency, and accuracy that unlocks new business opportunities and enhances customer satisfaction!
Hi there,
Greetings from Global Technosys! With over 18 years of experience delivering innovative web-based solutions, we are excited about the opportunity to develop a comprehensive CRM system tailored for your public adjusting insurance company. Our expertise in claims management systems and long-term platform development ensures that we can meet your immediate needs while supporting ongoing feature enhancements and maintenance.
We specialize in:
Creating robust claims intake, tracking, and adjudication workflows with real-time updates and audit trails.
Developing user-friendly interfaces for document management, analytics, and reporting.
Ensuring compliance through role-based access, audit logs, and regulatory adherence.
Implementing secure integrations, API connectivity, and mobile accessibility for seamless operations.
Let’s collaborate to build a scalable, efficient CRM that streamlines your business processes and creates opportunities for broader distribution.
Best regards,
Global Technosys
I specialize in developing tailored CRM solutions and propose creating a web-based claims management platform for your public adjusting insurance company. The system will streamline claims intake, tracking, adjudication, and collaboration, with features like document management, analytics, fraud detection, and compliance tools.
I’ll ensure seamless integration with Zendesk and existing systems, along with scalability for future distribution. The platform will include mobile accessibility and secure, customizable workflows to enhance efficiency and user experience.
Let’s discuss your vision to deliver a solution that meets your needs and exceeds expectations.
Best regards,
JUlian
I am an experienced CRM developer with expertise in building web-based software for insurance companies and third-party administrators (TPAs). My proposal includes developing a long-term CRM system with features such as claims intake and management, automated workflows, document management, fraud detection, and compliance support. I am confident in my ability to deliver a robust and secure CRM solution that meets your business needs and regulatory requirements. Further details and cost can be discussed.
Hi, I can help you develop a robust CRM system tailored to your insurance claims management needs. With features like real-time tracking, automated workflows, and analytics dashboards, I’ll ensure the platform is scalable, secure, and future-ready for integration with existing tools like Zendesk. Recently, I’ve worked on similar solutions, implementing custom workflows, fraud detection tools, and mobile-friendly interfaces for long-term scalability and performance.
Let’s get this started immediately!
With my extensive experience spanning over a decade, I would be a perfect fit to lead your Advanced CRM Development for Insurance Claims project. I'm not only a proficient full-stack developer but also bear a profound knowledge of Amazon Web Services (AWS), SQL, Website Design, all of which are vital for the efficient development and smooth running of the desired claims management system.
The claim entry interface, customizable forms, task management and automation that you require can be effortlessly accomplished using my expertise in HTML, CSS, JavaScript, JQuery for the frontend and Node/Express at the backend. Additionally, with my robust understanding of various databases; MySQL, MongoDB, SQLite, PostgreSQL I can create a streamlined document management system and efficient data validation process.
It is important to note that I have engineered similar complex systems like LIMS(Laboratory Information Management System) involving stringent data management and intricate workflows while incorporating safety measures to avoid any fraud. Specifically, my aptitude with integration tools like Mirth Connect would ensure seamless integration with underwriting systems and other third-party applications on which your design heavily relies. Allow me the privilege of transforming your vision into reality ensuring user-friendly features coated by top-tier security measures to minimize fraudulent activities while promoting growth in the insurance sector.
With your project description for Advanced CRM Development for Insurance Claims, my team and I at Desun Technologies are perfectly positioned to deliver a comprehensive solution that meets your needs. Our skills and experience in PostgreSQL and Website Design coupled with our expertise in the wide array of frameworks you need aligned perfectly with your requirements.
We understand that this is a long term relationship, given the long-term development, maintenance and creation of new features you have planned. This aligns well with our work philosophy; we maintain transparency every step of the way, ensuring your 100% satisfaction. Moreover, our track record speaks for itself - we’ve established ourselves as providers of high-quality software solutions globally and this includes significant experience in public adjusting insurance, third-party administrators (TPAs), and other entities involved in claims processing.
Importantly, we place a strong focus on security and integrity of data - an essential aspect given the sensitive nature of claim processing. "Agility, Adaptability, Availability" - These are the three principles driving our every decision and solution. We believe in constant innovation to offer you the best!
Best,
DK
Hey there,
It sounds like you’re working on something big, and I’m all for building systems that simplify complex processes. Developing a CRM for insurance claims management isn’t just about having fancy features—it’s about making the entire process seamless and secure, from claim intake to fraud detection. I’ve worked on similar systems where real-time claim tracking, automated workflows, and powerful document management were key to streamlining operations. One example is a system we built for a healthcare provider, automating claim submissions and processing, which reduced processing time by 40%.
Quick thought: do you see any potential need for integrating AI to improve claims decision-making or fraud detection down the line? Also, as your system grows, how do you envision scaling the mobile accessibility for field agents?
Let’s chat about how we can make your CRM not just a tool for today but an asset for years to come, ready to handle evolving needs and regulations.
Best,
Dev S.
With my extensive software engineering background, I'm well-equipped to tackle this project of developing an advanced CRM system for insurance claim management. My decade-long experience as a full-stack developer has given me deep insights into designing and implementing comprehensive, scalable solutions - exactly what your project entails. I have worked with various technologies, languages, frameworks, and methodologies, making me adaptable to any tech stack, including your preference for C#, .Net MVC and PostgreSQL.
Over my career, I've successfully delivered projects that required complex workflows, real-time data processing, and robust document management - all skills that align with your Project's needs. Additionally, my familiarity with integrating APIs, third-party systems and implementing strong user access controls for regulatory compliance makes me a strong candidate for this project. My portfolio also includes creating mobile-friendly applications and customer self-service portals - ensuring I can deliver on your requirement of mobile accessibility and user-friendly interfaces.
✋ Hi, there. I’m eager to help you design and develop a robust and scalable CRM tailored to your insurance claims management needs, with long-term maintenance and feature expansion.
✔️ With experience in building complex, secure CRM systems and integrating tools like Zendesk and third-party APIs, I specialize in creating user-friendly, customizable platforms. My work includes features like automated workflows, document management, analytics, and secure role-based access.
I’ll deliver a modular, web-based CRM system designed for efficiency, compliance, and scalability. The platform will be built for your business while accommodating future distribution to other entities in the insurance industry.
Let’s chat!
Illija
I'm looking to build a personal website using React and CSS. The primary purpose of this site is to provide educational content and resources.
Key Requirements:
- Proficiency in React and CSS is a must.
- Experience in developing information-centric websites.
- Ability to create an engaging, user-friendly interface.
- Understanding of educational web content layout.
Please provide a portfolio showcasing similar projects you've completed.
Hello,
I'm excited about the opportunity to develop a custom CRM for your insurance claims management. With over 10 years of experience in web development and UI/UX design, I can create a robust, web-based CRM that handles claims intake, tracking, adjudication, document management, and fraud detection.
The system will feature real-time updates, mobile access, a customer self-service portal, and customizable workflows. I’ll ensure seamless integration with existing systems and third-party services, with a focus on security, compliance, and scalability.
Looking forward to discussing the project further.
Siya Technology
Hello, I have good experience of CRM, have a few questions.
1. Are you looking to use already existing CRM and customize or build from scratch?
2. Do you have a team or individual to take care of your current CRM(If you have, it would be very helpful and existing to work together)?
I am excited to talk how we can improve your CRM.
Let's have a chat.
Best Regards
Hi,
I specialize in developing custom CRM solutions with advanced features tailored to specific business needs.
With my experience in web development and CRM system integration, I can create a comprehensive claims management platform that streamlines operations.
I’ll design the system to handle claims intake, automated workflows, and real-time tracking to ensure smooth processing.
The document management features will allow for easy upload, association, and retrieval of supporting documents.
For fraud detection, I will integrate analytics tools to help identify red flags and ensure claims are validated.
I will ensure mobile access is available, enabling adjusters to work efficiently from the field.
The platform will include role-based access controls to protect sensitive information and ensure compliance.
With integration capabilities, I can connect your CRM to existing insurance systems and third-party services.
Let’s discuss how we can tailor this solution to your needs and explore the features you require.
I look forward to collaborating with you on this exciting project.
Vernon
Dear Client,
As a seasoned developer with 26 years of experience, I have honed my skills in not just one, but multiple areas that will directly benefit your project. My expertise lies in Graphic Design, Website Design, Logo Design and Branding. A significant portion of my career has been dedicated to CAD | CAM design and the development of user-friendly and mobile-friendly applications. This puts me in an advantageous position to optimize your CRM system for claims management.
Having delivered successful projects on various web platforms, I am well-versed with the intricacies of Amazon Web Services – a vital aspect for creating a robust and scalable claim management system like you're seeking. Furthermore, do let me highlight my extensive work in game development (250+ Unity, Unreal Engine and Roblox games). This exhibit an understanding of the importance of incorporating immersive and engaging elements in applications – even if it's a CRM system.
In addition to these relevant skills, I also bring something extra to the table - my knowledge in Metaverse (AR + VR) and ChatGPT technology. Then lastly, I have spent extensive time working with Zendesk and other CRM systems which will be vital for not only understanding your current architecture but also ensuring a smooth integration between the existing system as per your requirement. Let's get started~
Hello, This is Taiga from Japan.
I am excited about the opportunity to develop a comprehensive CRM system for your public adjusting insurance company.
With over 7 years of experience in software development, I have successfully implemented CRM solutions that enhance claims management and workflow efficiency.
My expertise in creating user-friendly interfaces and integrating complex functionalities will ensure a robust system that meets your needs.
I look forward to collaborating with you on this long-term project to deliver features that enhance claims processing and improve user experience.
Best Regards. Thanks
Hello,
I am an experienced software developer with expertise in building custom CRM systems tailored to specific industries. I can develop a comprehensive, web-based claims management CRM system for your public adjusting insurance company, incorporating all the key features you’ve outlined. This system will streamline claims intake, tracking, adjudication, and collaboration while ensuring compliance, security, and scalability for long-term use.
With a focus on delivering customizable workflows, integrations (e.g., Zendesk and other third-party systems), and user-friendly mobile and desktop interfaces, I will ensure the platform meets your business needs and is ready for future distribution to other entities. Let’s connect to discuss your vision further and start building a powerful, scalable solution.
Best regards
Hi,
What specific features do you envision for your CRM system? I can help translate your needs into a comprehensive solution.
With over 3 years of experience in website design and development, I specialize in building robust web applications tailored for various industries. I am proficient in SQL, PostgreSQL, and cloud platforms like AWS and Google Cloud, ensuring that your CRM will be scalable and secure.
As we collaborate on this long-term project, I can provide ongoing maintenance and continuously add features as needed. My focus will be on streamlining claims management, optimizing workflows, and enhancing user experience.
Let’s discuss how we can bring your vision to life!
Best Regards,
Kolawole Abe
