insurance management system ppt
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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
Customer Enquiry 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
Customer Enquiry 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
Name Size Data type Description
Policy Type 20 Text Foreign Key
Commission 20 Number ---------------------
Agent Master
Name Size Data type Description
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
Name Size Data type Description
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
Name Size Data type Description
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
Name Size Data type Description
Policy Holder Id
20 Number Foreign Key
Policy Id 20 Number Foreign Key
Maturity date
Date 10 Foreign Key
Reminders Master
Name Size Data type Description
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
Name Size Data type Description
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
Name Size Data type Description
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
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