122. Construction of Agency Portal
The agency does not operate on "distribution." We will integrate projects, materials, prices, and applications into a portal to create a reproducible system for agency sales.
The reason sales are not increasing despite having a network of agents is that the agents do not have the "movable information and procedures." They do not receive the latest materials, prices and conditions are unclear, the handover of inquiries is chaotic, and applications are personalized through email. As these frictions accumulate, agents lower their priorities, and opportunities get buried. In this service, we will build an agent portal that consolidates necessary information, procedures, communications, and project management in one place for agents. It is not just a membership site, but rather a **"pathway where projects are created, processed, and sales increase,"** designed with authority, document database, application flow, notifications, history, and KPIs. ■ Provided Content (3 Points) 1. Construction of the agent portal (members, authority, documents, notifications) 2. Business flow design (applications, project registration, estimate requests, support) 3. Operation/headquarters collaboration design (approvals, version management, logs, KPIs) Deliverables: Complete agent portal (site + management + operational design) *First, please tell us the "actions you want agents to take (project registration/estimate requests/document distribution/applications)." We will narrow down the functions and build it as quickly as possible.*
basic information
■Deliverables Agency Portal (Login, Permissions, Dashboard) Document Database (Search, Tags, Version Control, Access Control) Project Management (Registration, Progress, Estimates/Support Requests) Application Flow (Discounts/Campaigns/Registrations, etc.) Notification Function (Updates, Approvals, Deadlines, Important Announcements) Management Screen (Agency Management, Permissions, Logs, Reports) Operational Design (Approval Flow, Update System, Audits, KPI Management) ■Approach 1. Define Objectives: Specify "what we want the agencies to do." 2. Inventory Information: Organize documents, pricing conditions, rules, and FAQs. 3. Design Permissions: Differentiate based on agency rank/area/products handled. 4. Design Business Flow: Standardize projects/estimates/applications/support. 5. Build: Portal + Management Screen + Notifications. 6. Start Operations: Improve documents, KPIs, and reasons for lost opportunities monthly.
Price information
■8 million to 50 million yen (varies based on functionality and integration) - Light (membership + document database + notifications): 8 to 15 million yen - Standard (project management + application flow + logs/KPI): 15 to 32 million yen - Extended (CRM integration, SSO, multiple agency hierarchy, enhanced auditing): 32 to 50 million yen *Recommended to indicate "estimate required"
Delivery Time
Applications/Examples of results
■Concerns The agency is not taking action / proposals are not progressing Materials and pricing conditions are not communicated to the agency Confusion in inquiries and handover of projects Applications (registration/discounts/campaigns) are personalized via email The activity status of the agency is not visible and cannot be evaluated ■Purpose Strengthening agency sales (creating projects and improving proposal speed) Centralizing information (operating the latest versions of materials, conditions, and rules) Standardizing application processes (eliminating email personalization) Visualizing headquarters (activity logs, KPIs, reasons for lost opportunities) Reducing friction with agencies (clarifying approvals and notifications) ■Examples of Achievements (format without company names) Agency is not taking action → Increased activity through project registration and support request pathways Materials are outdated → Accident prevention through version management and update notifications Confusion in applications via email → Centralized management of approvals and history through flow standardization
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