SaaS for Insurance Broker Commission Tracker
Budget / SalaryC$5,000–10,000
TypeFreelance project
LocationRemote
Posted1 hour ago
Insurance Broker SaaS Web App – Book of Business & Commission Tracking
I’m looking for an experienced SaaS developer or development team to build a simple, modern web application for individual insurance brokers/producers.
The main purpose is to help brokers manage their personal book of business, expected commissions, actual commission payments, unpaid/partial commissions, and renewals—as a better alternative to Excel spreadsheets.
Core Features
* Broker signup/login with a 3-day free trial
* Monthly and annual membership plans
* Personal book of business
* Client and policy management
* Premium and commission tracking
* Automatic expected commission calculation
* Dashboard showing expected, paid, unpaid and partial commissions
* Upload commission statements in Excel/CSV and supported PDF formats
* Automatic matching of commission statements against the broker’s book
* Identify paid, unpaid, partial and mismatched commissions
* Manual review and correction of matches
* Statement history and reconciliation records
* Renewal tracking with upcoming renewal views
* Basic reports and Excel/CSV export
* Responsive design for mobile, tablet and desktop
* Secure user data isolation
* Admin panel for users, memberships, trial settings and website/pricing content
Future-Ready Architecture
The system should be designed so future features can be added without rebuilding the application, including:
* Google/Gmail login
* Email and push notifications
* Client policy-change request forms
* Optional client communication campaigns
* Additional insurance carrier statement formats
This is not intended to be a full brokerage AMS/CRM. The goal is a focused, easy-to-use productivity and commission reconciliation tool for individual brokers.
I’m open to your recommended technology stack, but the solution should use a modern, scalable architecture and provide full source-code ownership and documentation.
Please include in your proposal:
* Your fixed project price
* Estimated timeline
* Recommended technology stack
* Relevant SaaS/financial/reconciliation experience
* Examples of similar projects
* Development milestones
* Hosting and third-party costs
* Post-launch support/maintenance options
I will provide the more detailed project specification to shortlisted developers.
I’m looking for an experienced SaaS developer or development team to build a simple, modern web application for individual insurance brokers/producers.
The main purpose is to help brokers manage their personal book of business, expected commissions, actual commission payments, unpaid/partial commissions, and renewals—as a better alternative to Excel spreadsheets.
Core Features
* Broker signup/login with a 3-day free trial
* Monthly and annual membership plans
* Personal book of business
* Client and policy management
* Premium and commission tracking
* Automatic expected commission calculation
* Dashboard showing expected, paid, unpaid and partial commissions
* Upload commission statements in Excel/CSV and supported PDF formats
* Automatic matching of commission statements against the broker’s book
* Identify paid, unpaid, partial and mismatched commissions
* Manual review and correction of matches
* Statement history and reconciliation records
* Renewal tracking with upcoming renewal views
* Basic reports and Excel/CSV export
* Responsive design for mobile, tablet and desktop
* Secure user data isolation
* Admin panel for users, memberships, trial settings and website/pricing content
Future-Ready Architecture
The system should be designed so future features can be added without rebuilding the application, including:
* Google/Gmail login
* Email and push notifications
* Client policy-change request forms
* Optional client communication campaigns
* Additional insurance carrier statement formats
This is not intended to be a full brokerage AMS/CRM. The goal is a focused, easy-to-use productivity and commission reconciliation tool for individual brokers.
I’m open to your recommended technology stack, but the solution should use a modern, scalable architecture and provide full source-code ownership and documentation.
Please include in your proposal:
* Your fixed project price
* Estimated timeline
* Recommended technology stack
* Relevant SaaS/financial/reconciliation experience
* Examples of similar projects
* Development milestones
* Hosting and third-party costs
* Post-launch support/maintenance options
I will provide the more detailed project specification to shortlisted developers.
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