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The client has made the following changes to the job.
Client prefers freelancers from:
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The client prefers freelancers from
a different location.
Renewal Offering Portal
The purpose of this portal will be to offer those members/customers of our client companies to be able to purchase new insurance coverage (renewals). This will allow members to continue (and possibly upgrade) their coverages, while generating a new revenue stream for all parties.
Each month, the client reports new business us by sending a csv file with customer name, address, plan, expiration date, and email.
1. This data would be uploaded to our system.
2. The system would determine members to send offers (API with Mailchimp?) by expiration date. The offering email(s) templates would be stored in the system.
3. We would maintain and update a database of clients with their contact info and logos.
4. The emails that are sent, would pull the client name/logo and place that in specific fields in the offering letter.
5. The email system should generate a unique url link where the member can click on to reach their client's (branded?) offering page and ha...
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