Freelancer pentru Aplicatie Automatizata

## Project Overview I am a licensed insurance broker based in Romania looking to build a **fully automated AI-powered system** to manage the entire insurance quoting and policy issuance workflow — from client intake to policy delivery. The system should handle client communications via **email and phone (AI call center)**, process requests intelligently using **Claude AI**, automate quote requests to insurers, compare offers, and present recommendations to clients — all with minimal human intervention. --- ## System Modules Required ### Module 1 — Email Intake & Processing - Connect Gmail to Claude AI API - When a client sends an email with vehicle registration documents (photos/PDFs) + additional info, the system should: - Extract key vehicle data (make, model, year, VIN, engine size, power, fuel type, etc.) - Extract client data (name, contact details, km, bonus-malus class, claim history) - Generate a structured quote request ready to send to insurers ### Module 2 — Automated Quote Requests to Insurers - Via Make (Integromat) or Zapier, automatically send structured quote requests to multiple insurers via email - Track responses and flag when all quotes have been received - If an insurer requests additional information, automatically contact the client for the missing data ### Module 3 — Quote Comparison & Client Presentation - Claude AI analyzes all received quotes based on a defined algorithm (price, coverage, deductibles, exclusions, insurer rating) - Generates a clear comparison document/email for the client - Client selects preferred option and confirms via email or phone ### Module 4 — Policy Issuance Request - Upon client confirmation, automatically send policy issuance request to the selected insurer - Receive policy document and forward to client automatically ### Module 5 — AI Call Center (Voice) - Dedicated phone number (via Twilio) with AI voice agent (via Vapi or Bland AI) - AI agent speaks Romanian fluently - Handles inbound calls: answers questions about insurance products, collects client information, schedules callbacks - Transfers to human agent when needed - All call data logged and synced with the email workflow ### Module 6 — CRM Integration - Simple CRM (Airtable or similar) to track all clients, quotes, and policies - Automated status updates at each workflow stage - Dashboard showing active requests, pending quotes, and issued policies --- ## Tech Stack Expected | Component | Tool | |---|---| | AI Brain | Claude API (Anthropic) | | Email | Gmail API | | Automation | Make (Integromat) or Zapier | | Voice AI | Vapi or Bland AI | | Telephony | Twilio | | CRM | Airtable or Notion | | Language | Romanian (all client-facing communications) | --- ## Key Requirements - All client-facing communications must be in **Romanian** - System must handle **image/PDF processing** (vehicle registration documents) - Workflow must include **error handling** — if data is missing, system asks for it automatically - Must be **scalable** — starting with a small volume and growing - Clean **handoff points** where human intervention is possible if needed - Full **documentation** of the system for future maintenance --- ## Project Phases **Phase 1 — Email Automation** Gmail + Claude API + Make/Zapier for full email workflow **Phase 2 — Quote Comparison & Client Communication** Automated comparison algorithm + client presentation emails **Phase 3 — AI Call Center** Twilio + Vapi/Bland AI integrated with Phase 1 & 2 **Phase 4 — CRM & Dashboard** Full tracking and reporting --- ## Budget Open to proposals. Please provide a detailed breakdown per phase so we can discuss priorities and timeline. --- ## Ideal Candidate - Experience with **Claude API or OpenAI API** integrations - Experience with **Make (Integromat) or Zapier** automation - Experience with **Vapi or Bland AI** for voice agents - Experience with **Twilio** - Has built similar systems (insurance, real estate, legal — any industry with complex document workflows) - Can provide references or portfolio examples - Available for ongoing maintenance and improvements after delivery --- ## How to Apply **To confirm you have read this brief carefully, please include the word "Touareg" at the beginning of your proposal. Applications that do not include this word will not be considered.** Please include in your proposal: 1. Your experience with similar projects (with examples if possible) 2. Proposed tech stack and any alternatives you recommend 3. Timeline estimate per phase 4. Budget breakdown per phase 5. How you would handle the Romanian language requirement for voice AI Looking forward to working with a skilled developer or agency who can bring this vision to life.