The main objective of the Insurance Sales Management System is to automate the existing system of manually maintain the records of customers, agents, commission rate, policies, premium plans, maturity date, etc. This software is for Insurance brokers and multi agents, it makes their task very easy and faster. This project can easily used on any insurance companies.
Title of the Project: Insurance Sales Management System
Project Category: RDBMS
Languages to be used:
Front End: VB.NET
Back End: SQL server
The program consists of the following modules:
1. Login Module: Prompts the Agent or dealer to enter the login details. If valid then the system links to dashboard page. The agent should enter valid login id and password.
2. Customer Module: This module store all customer data. Everytime no need to store customer data if customer has multiple insurance policy from same company.
3. Agent Module: The agent can add multiple agent records in this module. Even agent can change the password in this module. admin is the super user only admin can create new agents record.
5. Transaction Module: All calculations are automated in this module. This module helps to agents to view the detailed report of customers premium payment history and also displays due date of the premium. It views premium transaction details, policy maturity details, agent commission details, etc.
6. Policy Description Module: In this module administrator can add information about new policy details.
7. Reports module: The system generates various kinds of reports that is Customer payment report, pending payment report, monthly transaction report, agent commission report, etc. This software generates reports and prints in crystal report.
Future scope of the Project: The project doesn’t have SMS feature, in future we can implement SMS features that sends SMS messages to the customers of Insurance company related to their transaction details. Even with minor changes we can implement this project for any companies.