Insurance Agent Management System

Insurance Agent Management System

Our solution Provided 2 panels, an admin and front end. From the admin panel they can manage clients, and question and criterion, and also an option to review reports. In front end scorer can login and audit answers and finalized score for a company who wants to be agent.

Insurance Agent Management System

Important features of the product

  • Insurance agent Finalization
  • Question and criteria and weight of criteria set per client
  • Prock and Deprock creation
  • Calculation and Report for eligibility test

CONTEXT

Client has business to recruit insurance agents, they want a tool which can help find the most demanding agent. They need software where some criteria, question can be set and also weight of criteria and question can be analysed. Based on the reply they can detect which company is most deserving company.

SOLUTION

Overview

Our solution Provided 2 panels, an admin and front en. From the admin panel they can manage clients, and question and criterion, and also an option to review reports. In front end scorer can login and audit answers and finalized score for a company who wants to be agent.

Functional Features:

Client management :

Client management from admin.

Insurance Agent Management System

Question and Criteria:

Question and criteria management from admin end, which will be used to score a company willing to be an agent

Insurance Agent Management Application

Interactive Reporting:

Reporting for each question and criteria based result.

TECHNOLOGY OVERVIEW

Asp.NET, MVC 4.5, SQl Server 2012 R2, Jquery, JSON, Entity Framework

Insurance Agent Management Application

RESULTS

First Version of the tool released and is running successfully. We are currently working on Phase 2 Development with several new features as well as making the system more dynamic. The client is planning to make this tool available over the internet, to gain more customers. In future this will be available like SAS, but we are in initial stage to move to SAS.

SCREENSHOTS

OTHER PROJECTS

Insurance Agent Management Application

ERP management system

We have built a complete Customized Ecommerce solution for the client, it has access levels in the HR module which are imposed throughout the system. There is a Complete Sales, Purchase, Inventory, and Finance module implemented. As well as online payment, subscription module for magazine making promotion and subscription plans handled via this software. From call center executive to administrative office all everyone works in the software, and it’s worked based on customized workflow.
Full Case Study