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SugarCRM EXPERT in Insurance Industry (Medical/Life)
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IT & Programming > Other IT & Programming

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The client has made the following changes to the job.


Job awarded.

Jun 28, 2013

Job Description

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  • Posted: Thu, Jun 27, 2013
  • Time Left: Closed
  • Location: Anywhere
  • Client prefers freelancers from:

    You are still able to submit a proposal for this job.

    The client prefers freelancers from
    a different location.

    You're still able to submit a proposal for this job, regardless of your location.
  • Start: Immediately
  • Budget: Not Sure
  • Fixed Price Job
  • Elance Escrow Protection
  • U.S. freelancers must have W9
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Seeking efficient, experienced SugarCRM Implementation Specialist to provide basic SugarCRM implementation for Insurance Industry.

Client prefers implemenation using Community Edition. Hierarcy of business requires using Teams. The client will not pay for the Enterprise Edition.

There is a WordPress site that will integrate with SugarCRM.

The first phase is to be able to register a Salesperson (Broker) through the WP site. The Broker may be a Sales Manager (Agency) or a Sales Manager of himself (Agency of one Broker).

The Brokers then are able to sell certain products. Each product has a set of documents and information that is specific and accessible only to registered Brokers of the product.

Products are provided by Carriers(An Insurance Company). Each Carrier has contact information and a calendar of significant dates that would only be accessible to registered brokers of the product that the Carrier provides.

Further, a calendar will be used in SugarCRM. This calendar w...

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Job ID: 43414871
Avg $ | High $ | Low $ — Show Pricing
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