Expert for Zoho CRM & Books, CSIO Integration -- 2
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted17 hours ago
Zoho CRM + Zoho Books Integration with CSIO Insurance Data Standards (Canada)
Description:
We are a single-company Ontario insurance brokerage with an existing Zoho CRM. We are adding CSIO data, Zoho Books and a client portal, and need an experienced Zoho developer to build, test and take it live. Our target go-live is approximately 2 weeks. If the launch goes well and everything works as described, there is more work to follow.
Project facts:
We use Zoho CRM today with our own deal stages. Zoho Sign and Zoho Forms are already integrated.
We have no integrations with Applied, CSIO, Zoho Books or any other system. CSIO and Zoho Books are new for us.
9 carriers at launch, all with CSIO MPOI ready.
One company with one trust bank account (no multi-entity setup).
Our accountant is available now to confirm trust, HST and tax treatment.
We will provide the delivery format for each carrier (AL3, XML or other), sample files and transport details within 12 hours of award.
What we need:
Zoho CRM extension: Review our current CRM and extend it for brokerage use (clients, drivers, vehicles, homes, policies, policy lines, endorsement lines, carriers, coverages, renewals). Keep our existing deal stages and the Sign and Forms workflows working, and recommend how policies connect to deals.
Underwriting PDF from Applied Rating
Services: Our team creates an underwriting PDF in Applied Rating Services and saves it in Zoho WorkDrive. Extract the data and map it into CRM, including client and driver info, vehicle, home and usage sections. Explain how the PDF is picked up (for example a WorkDrive folder trigger or an upload) and how you handle errors or missing fields. If Applied Rating Services offers a structured data export, we would prefer that to reading the PDF.
CSIO integration: Connect CSIO policy and client downloads and eDocs to the client profile in CRM.
Priority 1: Policy and client downloads that create policy lines and endorsement lines and feed Books.
Priority 2: eDocs attached to the client profile and matching policy.
Match incoming data to existing CRM clients to avoid duplicates, flag exceptions for manual review, send sync error alerts, and provide a written field-mapping document.
Zoho Books + CRM integration: Set up Books for Canadian brokerage accounting, starting clean.
Policy lines and endorsement lines from CRM feed Books for premiums (trust vs. operating funds), commissions, HST and premium taxes, and adjustments such as endorsements, cancellations, refunds and chargebacks.
Commissions: calculated from the eDocs data when the policy or endorsement is downloaded, and posted to Books as expected commission. Our accounting team reconciles against this. If you recommend a better approach, such as also matching carrier commission statements, tell us.
Recommend where to use native Zoho sync and where a custom Deluge bridge is needed.
Provide standard reports: commission reconciliation, outstanding premiums, revenue by carrier and line of business, and tax summaries.
Client portal in Zoho Creator: Secure login with MFA and a PIPEDA-compliant access log. Clients see only their own policies, coverage, renewal dates and documents, plus CSIO MPOI (digital proof of auto insurance). Data comes from both CSIO/carrier data and our own data pushed from CRM, and we control what clients can see. It must be mobile-friendly, branded with our logo and colours, and show a "last updated" date.
Testing and go-live: End-to-end testing (underwriting PDF and CSIO → CRM → Books → portal) with test data first, support during our user acceptance testing, staff documentation and a recorded training video, go-live support, and 30 days of bug fixes.
What we provide: Admin access to Zoho, carrier formats and sample files, sample underwriting PDFs, and fast answers from our team and accountant.
You should have: Proven Zoho CRM, Books and Creator experience (Deluge and APIs), experience extracting data from PDFs, Canadian accounting and tax basics, and a commitment to PIPEDA-compliant handling of client data. CSIO, MPOI and Applied Systems experience is a strong asset.
Please answer these in your bid:
Describe one CSIO or insurance brokerage project you have delivered: what data you received and how long it took.
How would you receive CSIO data and eDocs from 9 carriers, and how would you handle MPOI?
How would you extract data from our Applied Rating Services PDFs and map it into CRM reliably?
How would you extend our existing CRM and deal stages for policy lines, and match incoming CSIO data to existing clients?
Where would you use native Zoho Books sync versus a custom bridge?
What can realistically be live in 2 weeks, and what would you phase in afterward, if anything?
What is your price, and what milestones would you propose?
What are the ongoing Zoho licensing costs we should expect for the portal, and any limits you see in Creator?
Description:
We are a single-company Ontario insurance brokerage with an existing Zoho CRM. We are adding CSIO data, Zoho Books and a client portal, and need an experienced Zoho developer to build, test and take it live. Our target go-live is approximately 2 weeks. If the launch goes well and everything works as described, there is more work to follow.
Project facts:
We use Zoho CRM today with our own deal stages. Zoho Sign and Zoho Forms are already integrated.
We have no integrations with Applied, CSIO, Zoho Books or any other system. CSIO and Zoho Books are new for us.
9 carriers at launch, all with CSIO MPOI ready.
One company with one trust bank account (no multi-entity setup).
Our accountant is available now to confirm trust, HST and tax treatment.
We will provide the delivery format for each carrier (AL3, XML or other), sample files and transport details within 12 hours of award.
What we need:
Zoho CRM extension: Review our current CRM and extend it for brokerage use (clients, drivers, vehicles, homes, policies, policy lines, endorsement lines, carriers, coverages, renewals). Keep our existing deal stages and the Sign and Forms workflows working, and recommend how policies connect to deals.
Underwriting PDF from Applied Rating
Services: Our team creates an underwriting PDF in Applied Rating Services and saves it in Zoho WorkDrive. Extract the data and map it into CRM, including client and driver info, vehicle, home and usage sections. Explain how the PDF is picked up (for example a WorkDrive folder trigger or an upload) and how you handle errors or missing fields. If Applied Rating Services offers a structured data export, we would prefer that to reading the PDF.
CSIO integration: Connect CSIO policy and client downloads and eDocs to the client profile in CRM.
Priority 1: Policy and client downloads that create policy lines and endorsement lines and feed Books.
Priority 2: eDocs attached to the client profile and matching policy.
Match incoming data to existing CRM clients to avoid duplicates, flag exceptions for manual review, send sync error alerts, and provide a written field-mapping document.
Zoho Books + CRM integration: Set up Books for Canadian brokerage accounting, starting clean.
Policy lines and endorsement lines from CRM feed Books for premiums (trust vs. operating funds), commissions, HST and premium taxes, and adjustments such as endorsements, cancellations, refunds and chargebacks.
Commissions: calculated from the eDocs data when the policy or endorsement is downloaded, and posted to Books as expected commission. Our accounting team reconciles against this. If you recommend a better approach, such as also matching carrier commission statements, tell us.
Recommend where to use native Zoho sync and where a custom Deluge bridge is needed.
Provide standard reports: commission reconciliation, outstanding premiums, revenue by carrier and line of business, and tax summaries.
Client portal in Zoho Creator: Secure login with MFA and a PIPEDA-compliant access log. Clients see only their own policies, coverage, renewal dates and documents, plus CSIO MPOI (digital proof of auto insurance). Data comes from both CSIO/carrier data and our own data pushed from CRM, and we control what clients can see. It must be mobile-friendly, branded with our logo and colours, and show a "last updated" date.
Testing and go-live: End-to-end testing (underwriting PDF and CSIO → CRM → Books → portal) with test data first, support during our user acceptance testing, staff documentation and a recorded training video, go-live support, and 30 days of bug fixes.
What we provide: Admin access to Zoho, carrier formats and sample files, sample underwriting PDFs, and fast answers from our team and accountant.
You should have: Proven Zoho CRM, Books and Creator experience (Deluge and APIs), experience extracting data from PDFs, Canadian accounting and tax basics, and a commitment to PIPEDA-compliant handling of client data. CSIO, MPOI and Applied Systems experience is a strong asset.
Please answer these in your bid:
Describe one CSIO or insurance brokerage project you have delivered: what data you received and how long it took.
How would you receive CSIO data and eDocs from 9 carriers, and how would you handle MPOI?
How would you extract data from our Applied Rating Services PDFs and map it into CRM reliably?
How would you extend our existing CRM and deal stages for policy lines, and match incoming CSIO data to existing clients?
Where would you use native Zoho Books sync versus a custom bridge?
What can realistically be live in 2 weeks, and what would you phase in afterward, if anything?
What is your price, and what milestones would you propose?
What are the ongoing Zoho licensing costs we should expect for the portal, and any limits you see in Creator?
Apply on Freelancer →
Project sourced from Freelancer.com. Applications happen directly on the original platform — we never collect your data.