Our Website Needs:
Home page will contain a login
form (email and password) for Insurance salesmen,
and some content (text/images) that you
will manage.
If salesman logs in assuming that he is already confirmed (when a salesmen registers i need to get an email and confirm in admin panel before account is active)!
Salesmen sees a page with the content that you will manage
(welcome page),
and a welcome string e.g. "Welcome John!".
And of course a
link to download your Insurance Agent contract.
If salesman goes to registration,
he or she sees the form you have
provided, fills it, and registers. After
this his/her account
becomes pending, untill you will verify it and activate in
your
control panel, and assign a unique or common password (their phone #), to this person,
so
he/she can log in.
After the registration, an email is auto-send to salesman,
describing
the registration procedure and that he/she will be verified
before
becomeing active user.
After you activate user, an email is auto-send
to that user as well,
telling that the account is active and user can log in to
see company
information and/or dowload the Insurance Agent contract.
From your
control panel, you will be able to edit home and welcome
pages, and the
registration form - i.e. its plans and costs. And you will
be able to manage
(edit/delete/change status) all user accounts, as
well as email any user if you
need, directly from control panel.
You will be able to upload/update your
Insurance Salesmen contract as well.
We also need Integration with [login to view URL] (Our Merchant)!
And We need an area for regular customers to create an account, again making a password (there phone #), and me getting an email to confirm their user account before they can buy an insurance plan! After i confirm there account in admin panel, they can access there account. Customers will buy a plan which will require digital content (OUR SALES AGREEMENT) before being able to check out. Customer will need to fill out First Name, Last Name, Date of Birth, Address, City/State, Zip Code, Country, Drivers License #, and Social Security #, during checkout!