Insurance Policy Management System
INSURANCE POLICY MANAGEMENT SYSTEM
1. Admin
2. Staff
3. Customer
*Requirements in points:*
*For Admin*
1. Can create and modify policy details
2. Can add customer and staff
3. Can register customer to policy
4. Taking money collection and receipts generation
5. Statement generation for a customer
6. Sending notification for the customers
7. Can view customer and policy details [few customer can maintain
multiple policies]
8. viewing payment status
*For Staff*
1. Can add customer
2. Can register customer to policy
3. Taking money collection and receipts generation
4. statement generation for a customer
5. Can view customer and policy details [few customer can maintain
multiple policies]
6. viewing payment status
*For Customer*
1. Can register a policy online
2. Online payment for policy renewals
3. receipts generation, viewing payment status
Comments are closed.