looking to build an employee benefits enrollment system. Need something asap that meets phase 1 of the project, then build to next phases. MAC/PC compatible through filemaker
Phase 1 functionality - Database is loaded with employee data by agent, PDF's are uploaded to software (If not previously loaded), software recognizes FDF fields in PDF and presents agent with mapping choices to database data. agent sits in front of employee, updates data, then employee can choose benefits they want, agent types in premium for person's selection, loop until all benefits are presented . Filemaker prints out form fillable (must use existing) PDF's with employee data and policy information for employee to sign and a summary report for employee.
Most of this proof of concept solution is already built by sean mills - showing how to populate pdf's (filemaker magazine - search populating pdf)
Phase 2 functionality - Allow for multiple client (employer) use by providing separate databases for specific employer/employee data. Use e-sign pad and store signed documents, use database of insurance premiums to automatically price selected products. Allow software to pull up previous documents, copy form and allow changes in coverage (single to married, etc.) Email digitally signed forms to insurance carrier automatically, store entire database and archive.
Phase 3 - web enable the whole app, allow synchronization to laptops for one-on-one enrollments. setup employee self service option with workflows back to HR for approval of changes.
the attached file needs filemaker plugins to work, look in link section of filemaker database to download files.
budget is for phase 1 comparable systems are from common census, sage abra, benelink, etc.