Insurance claim assesment

  • Posted:
  • Closed for Proposals
  • Remote
  • #90904
  • £800
    (approx. $1.3k)
Dave G.Qamar S.Farrukh R.Rakesh` S.Russel W. + 3 others have already sent a proposal.
Dave G.
Microsoft Office and Web Developer
United Kingdom Leighton Buzzard
Qamar S.
Web Developer, Wordpress
Pakistan Lahore
Farrukh R.
A Quality MS Access Developer
Pakistan Faisalabad
Rakesh` S.
Owner/founder
India Ahmadabad
Russel W.
MS Access Specialist
South Africa Cape Town
Alex F.
Web Developer / Wordpress / Startup Consultant
United Kingdom Saint Albans
Kothapalli Software Solutions L.
C#, ASP.NET, WPF, MVC, VB.NET, HTML, jQuery, CSS, Winforms
United Kingdom London
Keith B.
PHP Developer/Web Developer/Project Manager
Stripe Ready
Netherlands Tilburg
  • 0

Description

I require as follows:

I need to create a system to allow an insurance loss assessor to add details of a clients claim.


Step 1
User login
Add customer details: name, address, telephone, email, insurance company, policy number, insurance company email, plus an automatic job number created.
Description field: admin adds a description of the claim/damage.
Add a room: Room#, Room name, Description, Room Dimensions (Height, Width, Length)
Option to add doors: number of doors, dimensions (Height, width), description
Option to add windows: number of windows, dimensions (height, Width), description
Option to add images per room.

Admin can add as many rooms as needed.

Step 2
Details of work to be carried out.
1. Select room
2. Select wall 1 to 4 walls (Lenght wall 1 & 2, Width wall 1 & 2) can be added - Add an item of work to be carried out
3. Ceiling - Add an item of work to be carried out
4. Floor - Add an item of work to be carried out
5. Select Doors - Add an item of work to be carried out
6. Select Windows - Add an item of work to be carried out

**Drop down list: Add an item of work to be carried out
1. Wall
Creates an item list that can be added to a drop down for each of the above. Fields for each item: Description, QTY, Remove, Replace, Total

2. Ceiling - Select from list or add new item.
Creates an item list that can be added to a drop down for each of the above. Fields for each item: Description, QTY, Remove, Replace, Total

3. Floor - Select from list or add new item.
Creates an item list that can be added to a drop down for each of the above. Fields for each item: Description, QTY, Remove, Replace, Total

4. Door - Select from list or add new item.
Creates an item list that can be added to a drop down for each of the above. Fields for each item: Description, QTY, Remove, Replace, Total

5. Window - Select from list or add new item.
Creates an item list that can be added to a drop down for each of the above. Fields for each item: Description, QTY, Remove, Replace, Total


***QTY is calculated in Metres Squared from the dimensions entered (ie wall 1 = Height x Lenght, Wall 2 = Height x Width, Ceiling = Width x Lenght, Floor= Width x Length, Door = Door height x width, Window = window height x width).

A separate rate is added for remove and replace for each new item.

Each item Total is calculated by (QTY x Remove Rate)+(QTY x Replace Rate)

When finished each room Results are listed.

Items are listed in order for each room and each item total is added for a rooms Total.

Top of each Room Assessment Page:

Room Name:
Dimensions: (as calulated above)
Description:
Assesment list items: description, QTY, Removed, Replace, Total
Room total

When all rooms are complete:
All Room totals are added for a final Total.
Results are listed

Admin can go back and edit any item.

Results can be emailed to a choice of contacts:
Customer, Insurance Company, Office (eg Secretary email account)


****Next stage

Upon receiving confirmation from insurance company a revised assesment may be required. Option to created revised assessment creates a duplicated form where the 'Remove' and Replace' Rates can be updated.

Results can be emailed to a choice of contacts:
Customer, Insurance Company, Office (eg Secretary email account)

Job status is also required.
In progress (default)
Awaiting responses from Insurance.
Awaiting response from customer.
Job Completed.

Option to attach images to email to a choice of contacts:
Customer, Insurance Company, Office (eg Secretary email account)


***********
Admin section
order List by: customer, job number, insurance company, status. (print list, download List)
Edit: Job details (print Job details, download Job Details)
Edit: Item list (print list, download List)
Admin Details: Username, Email, Password


One more thing to add.

Cover letters x 2
1. Customer
2. Insurance company

TinyMCE editor to create cover letters
Cover letter to be included in email to customer/insurance company.

Clarification Board

  • Dawn B.

    Hi
    Would Access be acceptable for you?
    Regards

    DB

  • Carl W.

    Can you please advise if you have any Database software currently installed on your system? i.e MS Access etc.
    Regards.

    Hi CW,

    MySQL5.

    Regards,
    G