Development of an ERP software oriented towards insurance brokerage

**InsureStream ERP Project Roadmap:** Our project will roll out in several key phases to ensure effective implementation, smooth integration of features, and continuous improvement based on user feedback and market requirements. Here's our detailed roadmap: **Phase 1: Development of a Minimum Viable Product (MVP)** - **Goal:** Create and launch an MVP of InsureStream ERP, including essential features to start meeting our business's immediate needs in insurance brokerage. - **Key MVP Features:** - **Data Integration:** Ability to import and export data to and from third-party applications, thus easing the transition and integration with existing systems. - **Lead Campaign Management:** Initial interface for managing and optimizing campaigns on Google Ads, Facebook Ads, and TikTok Ads, allowing for basic performance analysis. - **Basic Broker Geolocation:** Feature to visualize brokers' locations to improve appointment scheduling and travel management. - **Automated Communication:** Automated message sending system via email to start, with plans to expand to WhatsApp and SMS in future versions. - **Productivity Management Interface:** Basic tools for tracking employee performance, including a simple timekeeping system. **Next Steps:** After launching the MVP and collecting initial user feedback, we will progressively expand features according to the following priorities: - **Advanced Lead Campaign Optimization:** Deep integration with the APIs of Google, Facebook, and TikTok for advanced management and optimization of advertising campaigns. - **Financial and Accounting Management:** Development of interfaces for managing invoices, payroll, and expense reports, in close collaboration with our accounting firm. - **Improved Geolocation and Appointment Scheduling:** Expansion of geolocation capabilities and implementation of an intelligent system for optimizing appointments. - **Communication Automation:** Extension of communication automation to include WhatsApp and SMS, and setup of an advanced notification and alert system. - **Cybersecurity and Data Protection:** Continuous strengthening of security and data protection measures to stay at the forefront of technology and regulations. - **Performance Analysis and KPIs:** Development of an advanced module for tracking performance and generating relevant KPIs for all aspects of the business. **Roadmap Conclusion:** Our roadmap for InsureStream ERP is designed to ensure agile and responsive development, focusing on rapid value delivery while allowing adjustments based on feedback and market developments. We're looking for development partners who share our vision of innovation and excellence to join this exciting project.