Description
Australian Elite Insurance Solutions needs a secure client servicing portal developed to enhance our client interaction process. Work to begin - 2-3months (website is currently being rebuilt, so we will start after this has gone live) We will not be completing any zoom calls during the review process (request for completed brief) We understand the brief is quite extensive, however for our industry it has to be. After our meeting with compliance/cyber security they assisted us with preparing this brief which includes everything we need in place, and everything you need to know in order to provide your response, costs and ongoing costs. We will be leaving this job open for 2 weeks, after this time, management and I will narrow down a shortlist of developers and only at this time will we jump on a zoom call. If you have any questions with regards to anything on the brief, please let me know? Do not provide any personal information on the brief. Shortlisted applicants will be notified and contacted for a zoom call meeting. Questions and answers below: Would you like iOS, Android, and the responsive web portal developed together from the first phase, or would you prefer a phased rollout? - Phase roll out. For the initial release, which AI capabilities are considered essential — document search/RAG, renewal assistance, request triage, or all of the listed AI features? - All listed - We have roughly 500 clients Does AEIS currently have any CRM, policy management, document storage, o