insurance management system ppt

INSURANCE MANAGEMENT SYSTEM

AUTOMATED INSURANCE SYSTEM

BY - VISHAL AGARWAL AKHIL BOPPANA

PROJECT GUIDE - MRS SAMPADA NAIKSATAM

INDEX

1. SYSTEM DESCRIPTION2. OBJECTIVES OF THE SYSTEM3. STUDY OF EXISTING SYSTEM AND

REQUIREMENT SPECIFICATION4. SYSTEM SPECIFICATION5. CONTEXT LEVEL DIAGRAM6. DATA FLOW DIAGRAM DIAGRAM7. ENTITY RELATIONSHIP DIAGRAM8. TABLE DESIGN

SYSTEM DESCRIPTION:

The proposed system is for making easier to manage policy holder details, agent details, policy details, claimant details and payment details. So this will be developed for managing the insurance management system. The overall system is control through the main menu.

The main menu contains 6 parts. Policy Schemes. Agent Login. Administrator Login. About us. Contact us.

Objectives of the proposed system

To computerize the Insurance system. To reduce Data Redundancy. To reduce the Cumbersome job of

Maintaining several documents. To eliminate the delays in Report

Generation. To facilitate faster Searching of

information. Thus reducing time, energy and cost. To Give Assurance To the Policy Holders

About Maintaining Data Privacy and Security.

Study of Existing System And Requirement Specification

Vehicle Insurance:

Customer Visits an Agent and asks him to insure his vehicle. Agent takes the customer details and the vehicle details (i.e. RC

Book, and vehicle registration papers) Agent forwards the Details to the Company. Company gives the Quotation to the agent for different coverage's. Agent gives the quotation amount to the customer. Customer as per his convenience asks to issue the policy under the

coverage of his choice. Agent takes the cheque or cash for the policy from the customer. Agent gives the cheque to the company and request them to issue

the policy for the vehicle. Company arranges a check for the vehicle to be insured.

If the vehicle is in Condition and passes the test set by the insurance company the vehicle is then insured by the company.

The policy copy is then issued to the customer and sent to the mail address.

The agent receives the commission as set by the company after the issuance of the policy.

Health Insurance:-

Customer Visits an Agent and asks for a Health Insurance. Agent Proposes the best suited health insurance to the

customer as per his/her need. Customer decides whether he is interested in that policy if yes

he asks for the quotation. Agent takes the customer details and gives it to the company. Company then according to the customer details specified by

the agent depending on age of the customer gives different quotations on the basis of sum insured by the customer.

Agent asks the customer the amount he/she wants to get insured for.

Agent then gives the quotation to the customer. Customer then informs the agent whether he\she wants to get

insured or not. If yes agent informs the company. If the customer is of age less than 45 he is issued the policy

without any medical test. If the age of the customer is Greater than 45 then the company

arranges the medical tests for the customer. Customer has to pay for the medical tests from his own pocket. If the customer passes the tests and the policy is issued then

the amount of tests paid by the customer is then refunded. Once the customer is eligible for the policy after the test he/she

has to give the premium amount to the agent. Agent gives the amount to the company. Company then issues a policy and the person is insured. Company sends the customer copy to the customer on the

postal address specified by the customer.

SYSTEM REQUIREMENTS:-AND DESCRIPTION

OS- Windows 7 Home Basic RAM- 2GB DDR3 RAM. HDD- At least 5 GB HDD space FREE. Processor speed 1.7 GHz or higher

The software components used in our project are as under:

Microsoft Visual Basic 6.0 (Front-end) MS Access (Back-end)

Insurance Managem

ent System

AgentAgent Details

Filled Form detailsAgent License ExamInfo Of Policy

AdminPlan & Quotation Det Exam Rules

Agent FormTraining AdminPolicy Copy

CustomerEnquiryDecision PolicyVehicle policy ChqHealth ReportsPayment By

chqCust Details

IRDAI

Management

Exam RulesAgent License

Rules

Agent License

Agent SelectionTraining

0.0

Form and rulesInfo of Policy Report

Admin IRDAI Rule

ChequeCustomer DetailsFilled FormAgent Detail Report

CustomerReceiptPolicy CopyQuotation

Info of Policy

IRDAIExam ReportAgent Exam

Management

Report

DATA FLOW DIAGRAM

Master File

111 1.0

AgentAgent Details

Agent Details

AgentDetails

Policy Details

Premium Schedule

Policy Details

Premium Schedule

PolicyDetails

Premium Details

DATA FLOW DIAGRAM

Enquiry Process

111 2.0

CustomerEnquiry Details

Policy Details

Premium Schedule

Customer Enquiry File

Agent Details

Policy Details

Premium Schedule

Enquiry Details

AgentDetails

PoliciesDetails

PremiumSchedule

DATA FLOW DIAGRAM

Quotation Generation

3.0

Customer

AgentQuotation Details

Quotation

Quotation Details File


Quotation

Customer Enquiry

Details

DATA FLOW DIAGRAM

Proposal Form and Premium

Payment file

4.0Customer

Agent

Insurance Company

Customer Enq File

Quotation Details

Payment Details

EnquiryDetails

Payment

QuotationDetails

Proposal FormDocs

Payment

Receipt

Verify the Details

Proposal Form

DATA FLOW DIAGRAM

Policy Generation

& Distribution

5.0Customer

Insurance Company

Details

Policy Copy

Policy Copy

Premium Receipt

Policy Holder File

Payment Details

Details

Policy Copy

Payment Details

DATA FLOW DIAGRAM

Commission

6.0

Agent Payment Details Commission Payment

Details

MIS REPORT

MIS Report

7.0Managemen

t

Agent

Report

Report

Agent Details

Policy Details

Premium Schedule

Quotation Details File


Payment Details

Policy Holder File

Agent

Details

PoliciesPremium Details

Scheduler

Quotation

Enquiry Payment

Policy Holder

Details

ENTITY RELATIONSHIP DIAGRAM (ERD)

Name Size Data type Description

Agent Id 20 Number Foreign Key

Password 20 Text ---------------------

TABLE DESIGN


Policy Type 20 Text Foreign Key

Commission 20 Number ---------------------

Agent Master


Agent Id 20 Number Primary key

Pan No 10 Text ---------------------

Name 20 Text

Address

Email Id

Mobile No

Age

Gender

50

20

10

3

10

Text

Text

Number

Number

Text

AGENT MASTER


Policy Holder Id

20 Number Primary key

Occupation 20 Text

Name 20 Text

Address

Qualification

Mobile No

Birth Date

Gender

Annual Income

50

20

10

3

10

10

Text

Text

Number

Date

Text

Number

Policy Holder Master


Policy Id 20 Number Primary Key

Name 20 Text ---------------------

Type

Coverage

Duration

20

50

10

Text

Text

Text

Policy Master

Name Size Data type DescriptionPolicy Holder Id

20 Number Foreign key

Policy Id 20 Number Foreign KeyAgent Id 20 Number Foreign KeySum Insured

Premium AmtPolicy No

Policy Date

Maturity Date

Payment Details

Commission

20

20

20

10

10

20

10

Number

Number

Number

Date

Date

Text

Number

Primary Key

Policy Register


Policy Holder Id

20 Number Foreign Key

Policy Id 20 Number Foreign Key

Maturity date

Date 10 Foreign Key

Reminders Master


Enquiry No 10 Number Primary Key

Name 20 Text ---------------------

Address

Contact No

Policy Type

Agent Id

Date

20

10

10

10

-

Text

Number

Text

Number

Date

Foreign Key

Foreign Key

Enquiry Master


Enquiry No 10 Number Foreign Key

Quotation No

10 Number Primary Key

Policy Type

Quotation Amt

Policy Id

Date

10

10

10

--

-

Text

Number

Text

Date

Foreign Key

Quotation Master

Name Size Data type DescriptionReg No 10 Number Primary KeyDate of Reg 10 DateYear of Mfg

Engine No

Chassis No

Make

Model No

Cubic Capacity

Policy Holder Id

Policy No

4

10

10

10

10

10

10

10

Number

Number

Number

Text

Number

Number

Number

Number

Foreign Key

Foreign Key

VEHICLE POLICY


Enquiry No 10 Number Foreign Key

Medical Certificate

10 Text

Sum Insured

Premium

Nominee

Relation With Nominee

Policy Holder Id

Policy No

10

10

20

20

10

10

Number

Number

Text

Text

Number

Number

Foreign Key

Foreign Key

THANK YOU

insurance management system ppt

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