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.


Skills: Microsoft Exchange, Microsoft Access, Excel, Software Architecture, Engineering

See more: calculate number days dates using javascript, counting number days dates javascript, database creation, php number days per month, infopath 2003 calculate number days, database creation excel, show database creation, database creation requirements, acceptable minimum number words companies require typing, can find number days dates using javascript, bash script number days, infopath 2007 calculate number days, access database creation, address database creation, calculate total number days date picker, email phone number database creation australia

About the Employer:
( 0 reviews ) Sioux City, United States

Project ID: #28367945

32 freelancers are bidding on average $512 for this job


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 More

$250 USD in 3 days
(258 Reviews)

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 More

$500 USD in 10 days
(437 Reviews)

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 More

$750 USD in 27 days
(65 Reviews)
(351 Reviews)
(317 Reviews)

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 More

$750 USD in 5 days
(38 Reviews)

Hello! I am ready to carry out your project in Microsoft Access. You can read reviews about my work at: From the Microsoft Access, of course, familiar. Regards, Vladi More

$300 USD in 4 days
(217 Reviews)

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 More

$2000 USD in 30 days
(14 Reviews)

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 More

$500 USD in 7 days
(64 Reviews)

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 in 1 day
(77 Reviews)

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 More

$500 USD in 7 days
(6 Reviews)
(11 Reviews)

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 More

$500 USD in 15 days
(4 Reviews)

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 More

$600 USD in 14 days
(4 Reviews)
(7 Reviews)

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 More

$300 USD in 3 days
(3 Reviews)

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 More

$500 USD in 7 days
(6 Reviews)

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 More

$500 USD in 7 days
(1 Review)

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. More

$250 USD in 10 days
(2 Reviews)

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 More

$500 USD in 45 days
(1 Review)