A Trusted Choice – Abode of Insurance Policies (Synopsis)
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Transcript of A Trusted Choice – Abode of Insurance Policies (Synopsis)
8/10/2019 A Trusted Choice – Abode of Insurance Policies (Synopsis)
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Trusted Choice –Trusted Choice –Abode of insurance policiesAbode of insurance policies
8/10/2019 A Trusted Choice – Abode of Insurance Policies (Synopsis)
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1. Title of the project: Trusted Choice – Abode of Insurance Policies
2. Abstract:
Insurance Management system is an intranet based private web application,
which is designed by a group of insurance Agent agents, to make their application
work of insurance policies and claims process easier and exible. The web based
application is used within their organiation under the distributed accessibility to
check the status of the customers who have taken new policies and their proper track
and reminding of policy premium payments and claim conditions. The system is
actually developed to cater to the process speed up in their !usiness process such
that the customer satisfaction rates increase and the generic ow of customers into
this domain follows a smooth and steady fashion. The ma"or problem under the
manual process is to keep track of the existing insurance policy holders, and
remaining them at regular intervals about their policy premium payments. In order to
render the ordinary services also it takes a great lot of time in "ust searching through
the registers for the existing customer#s base. If the process of data storage can be
automated and follow up of search can be increased, there is always a heavy chance
of getting extra customers in turn, which can increase the pro$ts ratio upon the
organiation.
The actual purpose of going for this system is to make the organiational
process to get speed up. The Agents can have the expected information at its desk at
any time, with respect to any instance. %enerating re&uired reports as per the
operational re&uirements becomes much easier and information availability at hand.
The system not only becomes false proof, and higher levels of satisfaction prevail at
the side of customer. The application is also security oriented and gets associated
within the system, as the general structure of accessibility is expected to be &uick.
3. Features of the project:
• The Agent at any time can view the re&uired information whether it is policies,
or customers at the click of a mouse and instance of a second.
• If planned in an organied manner the customers can be provided an online
terminal where they can access the information at their own hands with out the
basic intervention manually.
8/10/2019 A Trusted Choice – Abode of Insurance Policies (Synopsis)
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• The customers or policyholder#s reminders can be generated at lightening
speed "ust by &uery for the speci$c customers.
• The information while it is collected can referentially be segregated into their
respective databases from single window, saving the time of multiple data
entries.
• The customers policy premium payment status can be viewed in a systematied
manner by the Agents and cross verify the defaulters.
• The claim status raised by a speci$c policyholder can be tracked very clearly in
a transparent manner, and checked until the claim is settled.
• Above all the overall system can at any time provide consistent and reliable
information authenticated upon its operations.
4. !istin" #$ste%:
In general if any user plans to take a insurance plan manually the have to do many
activities
It is a very tedious process for the Agent to keep track through the system, related
to what is happening and the re&uired information that generically may be needed
at all stages.
In the customer base increases the manual search process is too tedious and time
consuming which can frustrate the Agent as well as the customer many times.
&. Proposed #$ste%:
'ith the new system the following activities get more momentum.
The actual process of the organiation can be modularied into three di(erent
independent views
Agent view
)olicy holder#s view
*ystem administrator#s view
The Agent
At any time can view the re&uired information whether it is policies, or
customers at the click of a mouse and instance of a second.
8/10/2019 A Trusted Choice – Abode of Insurance Policies (Synopsis)
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If planned in an organied manner the customers can be provided an online
terminal where they can access the information at their own hands with out
the basic intervention manually.
'. (odules:
The actual process of the organiation can be modularied into three di(erent
independent views
a. Insurance company information
b. Agents information
c. +ustomer#s information
d. )olicies Information
e. )olicy payments
f. )olicy claims
". *ecurity information
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