Insurance documentation application

We developed this system to manage various products for an insurance company. The rudimentary concept is that agents can directly fill up the application form and generate the Excel docs for each product over the internet. All the products have different input requirements and based on the input data, output will be generated. The calculation is also different for each product with various input parameters. To manage the calculation one unique concept came up named ‘Excel Engine’ and a website to manage the input and output values.

Administrator has the ability to create input and output fields for a product with the validation options according to the requirement in the ‘Excel Engine’.

User section has been implemented to manage application for customer and report generation. In User section ‘Brokers’ can manage their ‘Broker-Agents’ and administrator manages ‘Brokers’. ‘Broker-Agents’ can access only those products and reports that are assigned to its respective ‘Broker’.