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Database Creation

We are an insurance agency and would like a program/software that can house our prospects information and remind us yearly to call on those prospects. Each of our accounts have a specific renewal date and we fail to call on many of our prospects because are agents forget to call. We'd like a system that will remind the agent to make a call to the prospect a set number of days prior to their renewal. We would like the system to require that the agent make the call and log a reason why we didn't get an opportunity to quote. If the agent make the call and doesn't get an opportunity, that is fine. We just need the system to sent a new reminder for next year. If you have any questions or something doesn't make sense, please ask.

Thanks,

Evner: Microsoft Exchange, Microsoft Access, Excel, Software Arkitektur, Ingeniørarbejde

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Om arbejdsgiveren:
( 0 bedømmelser ) Sioux City, United States

Projekt ID: #28367945

29 freelancere byder i gennemsnit $509 timen for dette job

schoudhary1553

Hi, Greetings! ✅checked your project details: Database Creation ✅Completed Time: In project deadline We have worked on 640 + Projects. I have 6 + years of the experience in same kind of projects. If you are loo Flere

$500 USD in 10 dage
(442 bedømmelser)
8.3
asin1987

Dear Employer, I understand you need a tracking system to keep a track of calls needed to be made on time and also keep a track of logs as in why you didn't get an opportunity to quote. I am an Expert with over a deca Flere

$250 USD in 3 dage
(263 bedømmelser)
8.1
(324 bedømmelser)
7.9
(358 bedømmelser)
8.0
AwaisChaudhry

Hi there! I have read what you exactly need, however I would like to ask you a few questions. I do work smart and do not rest until I get the job done. Please feel free to ping me anytime so we can have a detailed disc Flere

$750 USD in 27 dage
(66 bedømmelser)
7.8
umg536

Hi there, I'm bidding on your project "Database Creation " we are a team of titanium certified developers. we excel inAutoCAD and solidworks enviroment along with unity and unity 3D. please leave a message on my chat Flere

$750 USD in 5 dage
(40 bedømmelser)
6.8
VladimirLilenko

Hello! I am ready to carry out your project in Microsoft Access. You can read reviews about my work at: https://www.freelancer.com/u/VladimirLilenko?w=f From the Microsoft Access, of course, familiar. Regards, Vladi Flere

$300 USD in 4 dage
(221 bedømmelser)
6.9
lavizsolutions

Hi there,   Greetings, Please share more details on , so that I can analyse time and cost. Please check once. 1. Case Management system [login to view URL] you can create acti Flere

$2000 USD in 30 dage
(15 bedømmelser)
6.4
zu02

Hello I hope all's well with you. If you'd like to solve this via use Ms Access app, then I'll detail fully in private chat. I am an Access / Excel / vba expert from Georgia, full time freelancer. Please visit (w Flere

$500 USD in 7 dage
(66 bedømmelser)
6.3
akritisood94

Dear client, I have sound knowledge in Excel and I have previously carried out a number of projects in excel using macros and formulas. I ensure you will be happy after hiring me. Kindly contact me.

$250 USD på 1 dag
(88 bedømmelser)
5.8
metlickijv

Good day. I hope you are safe from Covid. I am a senior database management expert. As an expert, I am confident I can create this database. I would like to discuss more about the project. Please send a message to me. Flere

$250 USD in 10 dage
(8 bedømmelser)
5.1
PavelEmelyantsev

Hello, I just read your posting and I can make this project using PHP or C# (Web : PHP, Desktop : C#) I have rich experience in these fields. If you give me a chance, I will provide you the perfect results. Regards, P Flere

$300 USD in 3 dage
(8 bedømmelser)
4.5
(11 bedømmelser)
4.7
mrrapp

Hi, I have done many similar projects. I would be glad to send you some screenshots. Maybe I can adapt one for your purpose. It should be fairly quick to do and inexpensive. I have been an independent Access program Flere

$500 USD in 7 dage
(6 bedømmelser)
4.7
baltickriscoder

Dear Client, Nice to meet you. I have just read your requirements and I am ready to start your work right now. As you see in my profile I am a back-end developer with rich experience(over 8+years) in Database manageme Flere

$500 USD in 7 dage
(15 bedømmelser)
3.9
bornie21

Hi there. I can do this scheduling software as a web application using Python or PHP. You will have access to configure the reminders schedule per account and turn them off as and when needed. The reminders can be emai Flere

$500 USD in 15 dage
(5 bedømmelser)
3.5
AlexBFreelance

Hello, I'm Alexandre, working as data analyst from France. I'm used to work with Excel, VBA, web development tools and lot of other solutions for years. I can provide you some solutions to follow your client renewal Flere

$600 USD in 14 dage
(4 bedømmelser)
3.7
(7 bedømmelser)
3.4
Sergiobusquets

Hi, bro! I have read your requirement and I noticed that I am appropriate to this project. As a skillful software developer, I have rich experience with Excel, Access and built many projects like this. I promise I wi Flere

$500 USD in 7 dage
(1 bedømmelse)
2.4
accessdeveloper

Hello We are Microsoft Access experts. We have done several Client Management, Invoicing, office and job Management projects using MS access. We have good knowledge of Insurance agency field and finance field. We ha Flere

$500 USD in 45 dage
(1 bedømmelse)
2.8