'Please complete the project milestones in this order if possible. Also very important, get the test.ezcontractorsinsurance.com uploaded so that we can test changes before we go live
Milestones 1-4
1 - Change rearrange the home page & add Social Media Page.
a - rearrange index page
b- add social media pg
c- add one additional quote forms
2 - General Liability Rater & Quote Form revised processes
a- revised process for real time rater-Include new zip code rating process from
data base that I will supply you with.
b- no requirement by the contractor to register to view real time quotes.
c- no requirement by the contractor to fill & submit quote forms
d- give contractor option to store quotes
e- quotes stay on server for 45 days then delete
f- Agent login - 2 different tabs under the contractors list,
Tab 1 - quotes
Tab 2 - contractor clients
3- Real Time rating for workers compensation-
a- uses similar process as the general liability real time rater
b- quotes are store for 45 days, then delete unless agent registers contractor as client - same as general liability real time and all quote forms on Ezcontractors
c- All
data entered into rater fields by contractor/user should save to the appropriate fields in the
data base
d- all
data stored in the workers compensation
database should populate to the workers compensation web application
4- Agents Login Panel - RE: The Contractors Dashboard
a-agent ability to add a new application in the contractors dashboard without being required to enter
data to quote forms/raters first
5 - General Contractors Liability Application
insurance company policy number & liability limits, policy effective and expiration dates entered
data by the agent should populate to the
insurance certificate
Niraj. I have attached the screenviews that explain everything except for the life
insurance quote form and I will get htat to you this week. Also I will get the workers compensation real time rating process to you at the appropriate time
Jon