Insurance agency software is an online application for maintaining record of insurance products. The main objective of this application is to automate the existing system of manually maintaining records of agent, branch, policy and premium payment. The application must provide fast access to the relevant records. User of the system can add or edit any record. Customer premium payment is also maintained in this software.
Modules of insurance agency software
Main modules of ‘insurance agency project’ are as follows
- Login
- Edit profile
- City master
- State master
- Agent master
- Policy master
- Branch master
- Customer registration
- Health history
- Premium
- Enquiry
- Pending premium payment
- Agent report
- Branch report
- Premium report
- Customer report
- User report
Abstract of insurance agency software
The customers are the main source of insurance project. All the transactions related to insurance are possible with this system. This system is fully dynamic. Admin can add master data from its own according to his terms and conditions. Customer registration is done by the staff. Customer health history is also maintained in this application. This online application is developed in asp.net with vb programming language. It can be accessed from anywhere by the admin. Reports generated by this project are: branch report, agent report, customer report, premium report and user report. Customer can send any enquiry to the admin.
Hardware requirements
- Pentium 4, 2GHz or above
- 2 GB RAM
- 15 inch monitor
- Mouse
- Keyboard
Software requirements
- Microsoft visual studio
- Microsoft SQL server
- Windows 7 or higher
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