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Insurance Agency Tracking System (automated)

Home Forums Community Forum Insurance Agency Tracking System (automated)

This topic contains 2 replies, has 2 voices. Last updated by  Cristián Lávaque 3 years, 10 months ago.

Topic Author Topic
Posted: Saturday Mar 9th, 2013 at 10:07 am #44154
webierweb
Username: joec

I am trying to automate s2:

We have a level 0 user created…i want the level 0 user to go custom landing page for level 0 (we know how to do this)…we also want a ccap added to the new user “ccap: user2013″, as an example” and we want a page created with a ccap: user2013…..

WE need the user to go to a landing page for level zero where there is a link that says “Click here to view your insurance cases”…when this user click, redirects to his specific ccap page…..each user would have their own page and it would be automated by api/scripting, etc….

we also need a level 1 user to be specifically assigned to this level 0 user, allowing the level 1 user to see his insurance cases (as well as the cases that her other level 0 users have in their system..

Ultimately, this will be a system that we use to track insurance business while it is in underwriting….

4 level:

0 – Agent
1 – Underwriting Manager
2 – Office Manager
3 – Admin
4 – Super Admin

From what I know, s2 pro leaves levels 0-4 as free levels so that is good.

Underwriting manager creates registration for new agent (open registration is set to NO)…..
Agent (level 0) gets email with login details….
As the agent takes applications on clients, and then submits to our underwriting managers, the case is inputted by the specific underwriting manager, having it appear in the agents cases page…

There need to be separate underwriting managers…each having their own agents….underwriting managers in the same office can see all cases in the office (maybe 4 underwriting managers per office)…search fields, etc would be necessary.

When underwriting manager hears from insurance companies about updates to cases, she enters it into her system, having the notice also being posted in agent’s control panel…..email is sent from underwriting manager to agent automatically with details of underwriting update being sent to agent….

office manager can view all cases in office……admin can do the same…..super admin can view all offices, all cases….

so there needs to be an ability to implement this across multiple offices, keeping them all siloed per level 0-3 assigned to that office. level 4 has super admin ability to see all cases, all offices…

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Posted: Saturday Mar 9th, 2013 at 10:09 am #44155
webierweb
Username: joec

How do we setup API/Scripting, etc. to do this..

I would interested in hearing from anyone that can help….we have a programmer now, but we might need to replace them for this task…

Posted: Tuesday Mar 12th, 2013 at 4:06 am #44339

Hi JC.

That’s an interesting project you have there.

You’d be using custom capabilities to manage access to the pages. Video » s2Member (Custom Capabilities)

This video will help: Video » s2Member (Client Portals?)

The customer would have the ccap for his account, and his page would be protected with it. The manager would have the ccaps of all the customer he handles.

You’ll probably need to do some more customization, depending on the level of automation, or the capabilities you want to give certain roles in your WordPress installation. These may also be useful:

Knowledge Base » Creating A "User Manager" Role
Knowledge Base » Locking s2Member Roles/Capabilities

I hope that helps. :)

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