Business Management Application

Closed Posted 3 years ago Paid on delivery
Closed Paid on delivery

* X-Factor Multiservices Private Limited provides specialized investigative

support for the Health and General insurance industries, and to all who

are committed to prevent Insurance frauds.

We offer insurers and loss adjusters the fully managed professional insurance

claim investigation service. We cover almost all parts of Gujarat. Our teams of in-house investigators carry a wealth of experience and expertise in fraud

investigation.

*What we work

1 Claims team receive claims from client.

2 Claims team check claim documents and make entry in Excel

3 Claims team allocated claims to concerned field officers (FO)

5 Dispatch team courier claim documents to field officers.

4 FO investigate claim, obtained required documents and photographs.

5 FO submit hard copies to office.

6 Reporting team prepare report.

7 Accounting team prepare invoice

8 Soft copy of Investigation reports, documents collected by FO and invoice sent to

concerned managers of client.

9 Hard copies of documents obtained by FO, investigation report and invoice couriered to client office.

10 Daily reporting to client managers on claim status.

11 Periodical reporting to client managers on pending payments.

12 Periodical reports to client managers on their demand on statistic like repudiation, genuine claims etc.

* Issues we are facing

1 Clients has reduced TAT time to 7 days from 15 days. FO facing difficulties in submission of hard copies within time.

2 Same data are used by claims team, FO, reporting team and accounting team. Its repeatation of wrong data entry by others resulting in rejection of report and invoices.

3 Lack of automation resulting in TAT overdue, which finally loosing business.

4 Daily reporting on status of claims became laborious.

5 Overdue payments reports became headache.

6 Accounts team uses Tally, which is complex & overburden, as we have no more expenses or income entries, and we require very simple accounting system. Also it is hard to understand by Admin and other teams

7 It is hard to find POD of couriered hard copies, as it is demanded by client often after long time

8 At the year end we loose money due to wrong account reconciliation to client, as after completion of financial year, they do not consider invoices.

9 Some of clients insists to make invoice on basis of policy issuing branch address, which

also create difficulties to create invoice.

10 FO s are paid on the basis of investigation he conducted and mileage he traveled. It is labour to count it on the month end.

11 FO s are not techno-savvy. They have difficulty to nomenclature soft copy of documents they sent on whats-app. It is hard to identify documents by reporting team, which were sent by FO s.

12 Data received and entered are not on single PC. Admin require to ask data from different teams.

* Solutions we require

1 Fully & robust automation of process, inclusive of accounts and reporting.

2 Automation and flexible reporting to clients.

3 Automation in accounting.

4 Accurate and flexible searching of data.

5 Fully flexible upload and download of documents.

6 Automatic nomenclature of documents uploaded by claims team and FO.

7 Application that can work on PC/ laptop/ tablet/ phone - with editable front web page.

8 Reducing expenses by reducing number of employees

9 Total accounting solution.

10 Total GST solution.

11 Any other solution you suggest

* Notes

The details shown here in under are only for illustration purpose. We are layman in IT language. Feel free to contact us if any query arise.

PFA file for illustration.

Website Design Odd Jobs PHP MySQL Software Architecture

Project ID: #25640057

About the project

4 proposals Remote project Active 3 years ago

4 freelancers are bidding on average ₹133750 for this job

erKaranjeet

Hi, I have read your description of project it is very detailed but somehow i understood little but for clarity i need more discussion. I will be happy to work on your project and provide my services to you. Message m More

₹35000 INR in 7 days
(1 Review)
0.0