Insurance Policy Data Management by

MySQL
A PROJECT REPORT
Submitted by

Chaitanya Anand Sharma- 17BCE0720 Abhishek Bansal- 17BCE0101

Devam Sheth - 17BCE2162 Naman Gupta-17BCE0853

Course Code: CSE 2004

Course Title: Database Management Systems

In partial fulfilment for the award of the degree of

B.Tech
in
Computer Science and Engineering

Under the guidance of

Prof. Balamurugan R
Associate Professor, SCOPE,
VIT, Vellore.

SCHOOL OF COMPUTER SCIENCE AND

ENGINEERING

NOVEMBER, 2018
 CERTIFICATE

This is to certify that the project work entitled “Insurance Policy Data
Management by MySQL” that is being submitted by “CHAITANYA ANAND
SHARMA (17BCE0720), DEVAM SHETH (17BCE2162), ABHISHEK
BANSAL (17BCE0101) AND NAMAN GUPTA (17BCE0853)” for CSE2004
DATABASE MANAGEMENT SYSTEM is a record of bonafide work done under
my supervision. The contents of this Project work, in full or in parts, have neither
been taken from any other source nor have been submitted for any other CAL
course.

Place: Vellore

Date:

Signature of Students:

Signature of Faculty:
 INDEX

Sr. Chapters Page

No. No.
1. Abstract 1
2. Introduction 1
3. Problem Description 2
4. System Specifications 3
5. Problem Formulation 3

5.1 Existing System 3

5.2 Objective 5
5.3 Proposed System 6
5.4 Implementation 8
5.5 Description of Modules/Programs 9
5.6 Execution snapshots 10
6. Applications 16
7. Conclusion and Future Scope 16
8. References 17
9. Appendix 18
1. ABSTRACT

Our proposed project aims to build and manage a database that can be very
beneficial for an insurance company. The insurance company needs to keep track
of all the details of its target companies, agents, policyholders, their premium
payments and the various products they offer. In the project, we intend to use the
concepts involved in handling the data acquired from insurance companies, agents,
and employees using MySQL and PHP. The database will include multiple tables
which will be managed efficiently. Some functions will run which would classify
the policies based on their status that whether they are active, lapsed, matured, etc.
According to those classifications, different tables are created in database and
according to functions, records are grouped in respective tables.

2. INTRODUCTION

Insurance Policy data management system is a web based project which is

developed for tracking the details of the insurance policy, customer details and
company details. This series of web pages is an online insurance analysis and
information management system that provides easy access of information regarding
the people and resources of insurance. User can view their own personal details
when login into the Policy Holder module. This project is useful for any kind of
insurance company to manage the insurance details, to sanction the insurance for
customer, process the insurance policy details and all kind of insurance process
through online. The Insurance management system is a complete solution for
organizations, which need to manage insurance for their vehicles, equipment,
buildings, and other resources. This insurance management system can efficiently
manage the company, records, provides instant access and one that improves the
productivity. It will show details about insurance and its types, also it will show the
details about different duration schemes to the corresponding insurance type or

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 insurance policy. The main objective of the developed system is to allow admin
users to register insured persons with their name, date of birth, residence address,
medical history and also policy details.

3. PROBLEM DESCRIPTION

The problem tackled in the project is to handle the policy data using database
management system. This project would focus on both front-end as well as back-
end for systematic working.
Data input would be given from the front-end by users. The front-end would be a
HTML form.
• Relation between client and his policies is a one to many relationship, but policy
type to clients is a many to many relationship.
• Data would be handled at the back-end using different tables and relations using
MySQL.
• A policy taken by a client has attributes like premium, sum assured, date of
commencement, etc.
• A client has attributes including personal details as well as details about the policy
he/she has taken.
• A policy type contains attributes describing the type of policies like premium based
on the mode, risk cover.
• There would be many other tables where records of policies taken by different
clients would be present depending on its status like active, lapsed, etc.
The developed system should allow admin users to register insured persons with
their name, date of birth, residence address, medical history and also policy details.
After registering all the insured persons, website should provide management
facilities like delete unwanted persons’ data. And also should provide awareness to
the visitors about micro insurance through articles.

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4. SYSTEM SPECIFICATIONS

An attractive and methodical Insurance Policy Management System requires the

amalgamation and utilization of modern technologies like the PHP, CSS and
MySQL.

 PHP - It is a server-side scripting language designed for web development

but also used as a general-purpose programming language. PHP is an
acronym for "PHP: Hypertext Preprocessor".
 CSS - This is used for styling purpose. HTML coding is just a structure and
CSS is applied to dictate the look and feel. Font size, font color, font style
styling of images, page layout, and more are determined by CSS.
 MySQL - It provides us a way to integrate and manage the database for the
policy system by using the various commands to handle the queries.
 XAMPP – This is a software used to connect php files and the database on
a local server.

5. PROBLEM FORMULATION

5.1 Existing System

In the existing Life Insurance Management System, the work is done by hand. All
the details for the insurance such as cash information or age related important
information was collected into the hard copy and by chance if any of the document
get missed up or get harmed then whole of the information will be missed, resulted
into the major loss for the user.

Also adding all the details manually will take a lot of time and also a lot more
chances of entering the information wrong. And also sending details from one place
to another will not be any task because in case while sending one important

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document from one place to another, it get lost, then also it will proved to a great
loss both for the user as well as for the organization.

In current system any customer who wants to buy any life insurance policy has to
contact Insurance Agent or visit the company directly. It will takes lots of extra time
of customer. If customer wants to compare two policies than he has to one by one
compare the details of policy manually and then decide which policy to buy.
Customer has to maintain record of each and every policy owned by him manually
or enter the details in excel sheet. It is very tedious task for the customer to
remember on which month he has to pay policy premium and on which date his
policy ends. Life Insurance Company also has to give advertisement about new
policy plans either in News Paper or in TV channels. So it is very costly for the Life
Insurance Company. Customer has to pay policy premium by visiting branch office
or contacting insurance agent.

Figure 5.1 Existing System ER Diagram

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Following are disadvantages of Existing System after studying existing system
we found following problems and weaknesses in the system:

1) Current system is manual.

2) It is time consuming because it takes lots of time in searching accurate detail
about various life insurance policy plans.
3) It is very difficult to locate the agents in order to buy policy.
4) Customer has to maintain the records of policy hold by them manually. It is
very difficult for the customer to remember when he has to pay policy
premium and what the date of his policy maturity is.
5) Online Policy Premium Payment is not possible.
6) It is costly in terms of advertisement and marketing for Life insurance
Company.

5.2 Objectives

The main objective of the developed system is to allow admin users to register
insured persons with their name, date of birth, residence address, medical history
and also policy details. It also helps the customer to view their own insurance status
information. The web pages provide easy links for easy navigation in the system. A
visitor with minimum knowledge of web browsing/surfing can access the site very
easily. The developed system should allow admin users to register insured persons
with their name, date of birth, residence address, medical history and also policy
details. Due to dynamic nature of features, the members, admin members should be
able to understand the provided facilities. After getting details of all the insured
people, system should be able to delete unwanted persons’ data. If the policy holder
wants to view the information about their own policy details, he/she can login to
policy status page by using the necessary details already given by insurance
company and view their own details and also they give feedback to the insurance

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company. An online help documentation will be provided to help the users and
visitors in using the facilities.

• 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 for insurance policies.
• To facilitate faster searching of information by insurance companies and
concerned parties.
• Thus, reducing time, energy and cost.
• To give assurance to the policy holders about maintain Data Privacy and
Security.

5.3 Proposed System

In the proposed Life Insurance Management System, all the work will be digitalized
and is done via computers and internet. All the details regarding the insurance
holder and schemes will be added via computer and the information data is being
saved in servers. Backup should be there in case if by chance any of the information
will be lost.

Time consume will be reduced and users will get any easy way to access their
insurance related information and new upcoming schemes. Users just have to click
on the button and just have to wait for some moments and they get an easy access
to their information.

The proposed system is for making easier to manage policy holder details, agent
details, policy details, claimant details and payment details. The proposed system
is designed to eliminate the drawbacks of the existing system. It is designed by
keeping to eliminate the drawbacks of the present system in order to provide a
permanent solution to the problems. The primary aim of the new system is to
speedup transactions. This insurance management system will be developed for

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managing the insurance management system. The overall system is control through
the main menu. The report is prepared for the schemes and implemented by the
concerned officials.

Figure 5.2 Proposed System ER Diagram

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5.4 IMPLEMENTATION

(a)Home Page

The home page contains the links to data and registration pages. Clicking on any
one of the link as per the requirement of the user will direct the user to the required
data or registration page.

(b) Agent Registration Page

This page takes the details of the agents employed in the company and stores the
data in agent table of database.

(c)Customer Registration Page

This page takes the details of the customers/clients of the company and stores the
data in the customer table of database.

(d)Policy Registration Page

This page takes the details of the policies registered by the customer and stores the
data in the ‘policy_data’ table of the database

(e)Premium Payment Page

This page takes the Policy Number as input and enables the admin to make premium
payment of the customer and makes changes between ‘paid_premium’ and
‘unpaid_premium’ tables of the database.

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(f)Agent data

This shows the data of agents employed in the company from the agent table.

(g)Customer data storage

This shows the data of customers/clients of the company from the customer table.
Customer number in the table is primary key.

(h)Policies data storage view

This shows the policies registered by the clients and their policy details from the
‘policy_data’ table.

(i)Premium Details view

This shows the details of the Paid and Unpaid premium of all the policies of all the
customers.

(j)Detailed Policy Data

This shows a very detailed information about the selected policy registered along
with the details of the client in ‘policy_data’ table.

5.5 DESCRIPTION OF MODULES

There are 4 base modules used in this project:-

1) connection.php – This file is common for all and included in all the other
pages used in this project. This file is to connect the database to the page in
which query is going to be run making changes in the database.

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 2) input.php – Each file used for inserting the data in the database includes this
file. It is used to insert data in the database. It includes the connection.php
file to connect to database, fetches inputs from the file where user (admin)
gives the input and runs the insert query.
3) modified.php – This file is used to display the contents of the database. For
each table, there is different modified.php file. This connects to database
and shows the data fetched from the database.
4) delete.php – This file is used to run delete query in database. The link is
provided in the modified.php with each tuple to delete that entry.

5.3 Execution Snapshots

5.3.1 Home Page

Figure 5.3 Homepage of the system

This page consists of links reaching all the other pages for registration and showing
the data stored of agents, customers, their policies and their premiums.

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5.3.2 Agent Registration Page

Figure 5.4 Agent Registration Form

This page is the form for entering the data of Agents employed in the company. The
data is inserted into agent table.

5.3.3 Customer Registration Page

Figure 5.5 Customer Registration Form

This page inserts the data of customers who have taken policies in customer table.
Customer Number is generated automatically in auto-increment.

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5.3.4 Policy Registration Page

Figure 5.6 Policy Registration Form

This form inserts the data of policies taken by customers and stores in policy_data
table. Calculation of premium is happens in backend based on the mode.

5.3.5 Premium Payment Page

Figure 5.7 Premium payment Form-1

This form leads to another page showing the details of the policy and asking for
payment of premium or not.

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 Figure 5.8 Premium payment Form-2

From this page admin confirms that premium is paid or not.

5.3.6 Agent Data

Figure 5.9 Agent details

This page shows the data stored in the table of Agent. It shows details of every
agent of company and can be deleted also.

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5.3.7 Customer Data Storage

Figure 5.10 Customer Details

This page shows the data stored in the table of customer. It shows details of every
customer who took the policies and it can be deleted also.

5.3.8 Policies Data Storage View

Figure 5.11 Policy Details

This page shows the data stored in the table of policy_data. It shows details of all
the policies and it can be deleted also. The link of ‘Policy_data’ in a column leads
to page showing every details of that specific policy.

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5.3.9 Detailed Policy data for each Policy

Figure 5.12 Specific Policy Details

This page shows all the details of a specific policy selected in previous page.

5.3.9 Premium Details View

Figure 5.12 Premium Details

This page shows the data stored in the table of premiums, paid_premiums and
unpaid_premiums.

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6. APPLICATIONS

The application of our project ‘Insurance Policy Data Management’ is like any
other conventional management system i.e. we can store the details for the
employees working in the company, clients of the company and also check the
details of the policies registered. The user can also view a detailed policy data view.

Our project can be implemented in daily life since mail is commonly used.

7. CONCLUSION & FUTURE DIRECTIONS

Insurance is the backbone of a country’s risk management system. Risk is an

inherent part of our lives. The insurance providers offer a variety of products to
businesses and individuals in order to provide protection from risk and to ensure
financial security. In this project, we have to enhance the way the data is stored and
the way we fetch the data from the database. The time required to access data has
been reduced. In the existing system, unpaid and paid premiums are stored in one
table, which in proposed system are in separate tables. So, whenever the admin
needs to fetch the data for the paid and unpaid premiums the time required to sort
and fetching data is saved.

For future of this project, we can the same thing for separating policies which are
running and which are lapsed. The login for admin and customer can be created to
protect the data.

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 8. REFERENCES

i. https://www.researchgate.net/publication/274642647_Coverage_Criteria_f
or_Testing_SQL_Queries
ii. https://www.acko.com/articles/general-info/types-of-insurance/
iii. https://www.ey.com/Publication/vwLUAssets/EY_-
_Global_insurance_industry_trends_-_policy_management/$FILE/ey-global-
insurance-industry-trends.pdf
iv. https://stackoverflow.com/questions/32379038/how-to-generate-entity-
relationship-er-diagram-of-a-database-using-microsoft-s
v. https://www.youtube.com/watch?v=rn8T1bWBXcE
vi. https://www.youtube.com/watch?v=kBy-La7DXpg
vii. http://services.lovelycoding.org/insurance-agency-management-system-
project/
viii. https://dl.acm.org/citation.cfm?id=1083734
ix. http://ilpubs.stanford.edu:8090/404/
x. https://lagunita.stanford.edu/courses/DB/SQL/SelfPaced/info
xi. https://www.c-sharpcorner.com/UploadFile/52bd60/create-an-html-form-
and-insert-data-into-database162/
xii. https://www.coursehero.com/file/22258687/Insurance-Management-
System-report/
xiii. https://www.slideshare.net/sangeethavasan/insurance-database-
management-system

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9. APPENDIX
connection.php

<?php

$servername = "localhost";

$username = "root";

$password = "";

$conn = mysqli_connect($servername , $username ,

$password,"test") or die("unable to connect to host");

?>

agent.php -> for input of agent details

<html>

<head>

<title>Registration Form</title>

</head>

<body>

<link href = "registration.css" type = "text/css" rel = "stylesheet" />

<h2>Agent</h2>

<form name = "form1" action='modified.php' method = 'POST' enctype =

"multipart/form-data" >

<div class = "container">

<div class = "form_group">

<label>Agent Code:</label>

<input type = "text" name = "Agent_code" required pattern="[0-

9]{3}[A-Z a-z]{3}[0-9]{3}"/>

</div>

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 <div class = "form_group">

<label>Name:</label>

<input type = "text" name = "Agent_Name" value = "" required />

</div>

<div class = "form_group">

<label>Date of Birth: </label><input type = "date" name = "DOB"

value = "" required />

</div>

<div class = "form_group">

<label>Address:</label>

<input type = "text" name = "Address" value = "" required />

</div>

<div class = "form_group">

<label>Pincode: </label>

<input type = "text" name = "Pincode" value = "" required />

</div>

<div class = "form_group">

<label>Branch: </label>

<input type = "text" name = "Branch" value = "" required" />

</div>

<div class = "form_group">

<label>Contact Number: </label>

<input type = "text" name = "Contact_Number" value = "" required

pattern="[0-9]{10}" />

</div>

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 <div class = "form_group">

<input type = "submit" value = "submit"/>

</div>

<div class = "form_group">

<input type = "reset" value = "reset"/>

</div>

<div class = "form_group">

<label><a href="../index.php">Back to homepage</a></label>

</div>

</div>

</form>

</body>

</html>

Delete.php -> for deletion of agent details

<?php

include "../connection.php";

if(isset($_GET['id'])){

$sql = "delete from agent where Agent_code = '".$_GET['id']."'";

$result = mysqli_query($conn,$sql);

header('Location:modified1.php');

?>

Modified.php -> for showing details of agents

<?php

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include "../connection.php";

$sql = "select * from agent";

$result = mysqli_query($conn,$sql);

?>

<html>

<body>

<link href = "registration.css" type = "text/css" rel = "stylesheet" />

<h1><center>Agents Data</center></h1>

<div align="right"><a href="../index.php"> Back to

homepage</a></h4></div>

<table width = "100%" border = "1" cellspacing = "1" cellpadding =

"1">

<tr>

<td>Agent Code</td>

<td>Agent Name</td>

<td>DOB</td>

<td>Address</td>

<td>Pincode</td>

<td>Branch</td>

<td>Contact Number</td>

<td colspan = "2">Action</td>

</tr>

<?php

while($row = mysqli_fetch_object($result)){

?>

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 <tr>

<td>

<?php echo $row->Agent_code;?>

</td>

<td>

<?php echo $row->Agent_name;?>

</td>

<td>

<?php echo $row->DOB;?>

</td>

<td>

<?php echo $row->Address;?>

</td>

<td>

<?php echo $row->Pincode;?>

</td>

<td>

<?php echo $row->Branch;?>

</td>

<td>

<?php echo $row->Contact_Num;?>

</td>

<td> <a href="delete.php?id=<?php echo $row-

>Agent_code;?>" onclick="return confirm('Are You Sure')">Delete

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 </a>

</td>

</tr>

<?php } ?>

</table>

</body>

</html>

 Delete.php, input.php and modified.php is for agent, customer, policies and premiums.
 Connection.php is common file for all
 The given code is for agent only, but customer, premiums and policies have similar
code.
 There are some other codes which are given in the link below:

https://github.com/devamsheth0806/insurancemanagement

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