INDEX

Contents
ABSTRACT..................................................................................................................................................2

INTRODUCTION........................................................................................................................................3

PROJECT OVERVIEW.............................................................................................................................4

Methodology.................................................................................................................................................6

DFD...............................................................................................................................................................8

SCHEMA....................................................................................................................................................14

CODE…………………………………………………………………………………………………………………………………………………16

Outputs…………………………………………………………………………………………………………………………………………….45

CONCLUSION..........................................................................................................................................24

SCOPE OF ENHANCEMENT.................................................................................................................25

1
 ABSTRACT

The insurance company needs to keep track of details of its target companies, agents,
policyholders, their premium payments and the various products that are available with it. Hence
it is under tremendous pressure maintaining their day-to-day activities, which is currently being
done manually.

Entire records have to be updated timely, even a slight mistake could complicate things. It

is very difficult to handle bulk data since human memory is weaker than electronic counter part.
It is time consuming to summarize these details to produce the reports.

The Insurance management system is a complete solution for organizations, which need to
manage insurance for their vehicles, equipment, buildings, and other resources. Organizes and
tracks insurance vendors and the policies provided under different coverage.

We are offering a robust web based insurance solution, which has the flexibility of
customizations to match the specific needs of clients for achieving their business goal of good
service and revenue generation.

Insurance policy administration system consists of a mathematical notation that captures the
relationship between policies and objects and the entities that manage policies for those objects.

Hence there is need for an automated system, which can efficiently manage the company,
records, provides instant access and one that improves the productivity. As a result of this
automated system, the activities of the company are performed with in the stipulated time and the
reliable and efficient service is ensured to its users.

2
 INTRODUCTION

The Insurance Management System, developed using Python Django, represents a pivotal step
towards modernizing and simplifying the intricacies of insurance management. This
comprehensive web-based application serves as a robust platform for both administrators and
customers, offering a seamless experience in policy handling. In response to the dynamic
landscape of the insurance industry, this project addresses the need for an efficient, user-friendly
system that streamlines processes and enhances overall productivity. By leveraging the power of
Django, the system ensures scalability, security, and ease of maintenance.

The project's focus revolves around providing administrators with a centralized hub for customer
management, policy oversight, and query resolution. Simultaneously, customers benefit from an
intuitive interface, enabling them to effortlessly navigate through policies, apply seamlessly, and
receive updates on their applications. With an emphasis on transparency and automation, this
Insurance Management System signifies a paradigm shift in how insurance processes are
orchestrated, ensuring a more agile and responsive approach to policy management.

Moreover, the system's adaptability allows for swift responses to changing industry demands,
making it a robust solution for insurance agencies looking to enhance their operational
efficiency. The utilization of the `createsuperuser` command ensures a straightforward
administrative setup, empowering administrators to wield control over customer data, policy
categories, and individual policies. The integration of features such as policy approval and
customer query resolution further enriches the system's capabilities, fostering a collaborative
environment between administrators and policyholders.

For customers, the system simplifies the often intricate process of policy application. The ability
to create an account without awaiting administrative approval expedites the onboarding process,
providing a hassle-free experience. The pending status for applied policies ensures a careful
review by administrators, maintaining a balance between user autonomy and administrative
oversight. The customer-centric approach extends to the incorporation of a history section,
allowing policyholders to monitor the progress and status of their applied policies.

3
 PROJECT OVERVIEW

The Insurance Management System, a sophisticated web-based application developed using

Python Django, represents a pioneering leap in reshaping the landscape of insurance
administration. In response to the increasing complexities of the insurance industry, this project
endeavors to create a holistic and technologically advanced solution that streamlines various
facets of insurance management. By leveraging the powerful Django framework, the system
boasts scalability, security, and adaptability, positioning itself as a robust tool for insurance
agencies navigating the demands of the digital age.

At its core, the system is designed to cater to the diverse needs of two primary user roles:
Administrators and Customers. Administrators are empowered with a multifaceted dashboard
that allows them to exercise comprehensive control over customer data, policy categories, and
individual policies. The creation of an admin account, facilitated by the `createsuperuser`
command, ensures a secure and straightforward setup process.

The system's administrative capabilities extend to customer management, where administrators

can effortlessly view, update, and delete customer information. Additionally, administrators can
exercise control over policy categories, including Life, Health, Motor, and Travel, by adding,
updating, and deleting them as per evolving business requirements. The nuanced policy
management functionality enables administrators to handle policies with ease, from viewing and
adding to updating and deleting.

In terms of policyholder information, the system provides administrators with insights into the
total number of policyholders, approved policyholders, and disapproved policyholders,
facilitating a robust overview of the insurance portfolio. The policy approval process allows
administrators to review and approve policies applied for by customers, ensuring a careful
examination of each application. Furthermore, the system facilitates direct communication
between administrators and customers through a dedicated query resolution interface, enhancing
customer service and satisfaction.

4
On the customer front, the system ensures a seamless experience from account creation to policy
application. Customers can create accounts without awaiting administrative approval,
simplifying the onboarding process. Once logged in, customers can peruse a comprehensive list
of policies added by administrators, providing them with a bird's eye view of available insurance
options.

The policy application process is designed with user autonomy in mind. Customers can apply for
policies of their choice, and these applications enter a pending status until approved by
administrators. A unique feature is the inclusion of a history section, allowing customers to track
the status and progress of their applied policies.

This comprehensive project overview underscores the system's commitment to revolutionizing

insurance management, blending technological innovation with user-centric design principles.
The modular architecture ensures that the system remains adaptable to the ever-evolving needs of
the insurance industry, making it a pivotal asset for agencies aiming to stay ahead in a dynamic
and competitive marketplace.

5
 Methodology

The development of the Insurance Management System adheres to a systematic and iterative
approach, combining industry best practices with the agile methodology to ensure efficiency,
flexibility, and robustness throughout the project lifecycle.

1. Requirement Analysis:

- The project commenced with a meticulous analysis of stakeholder requirements,

encompassing the needs of both administrators and customers. Collaborative discussions,
surveys, and feedback sessions were conducted to gain a comprehensive understanding of the
intricacies and nuances within the insurance management domain.

2. System Design:

- Based on the gathered requirements, the system's architecture and design were meticulously
crafted. This phase involved defining the database schema, outlining the user interfaces, and
planning the overall system flow. Special attention was given to scalability and flexibility to
accommodate future enhancements.

3. Implementation using Python Django:

- The robust Python Django framework was chosen for the implementation phase, ensuring
rapid development, security, and adherence to best coding practices. The system's functionalities
were incrementally implemented, allowing for continuous testing and validation.

4. Continuous Testing and Quality Assurance:

- A rigorous testing regimen was employed throughout the development process. Unit testing,
integration testing, and system testing were conducted iteratively to identify and rectify any
discrepancies, ensuring the reliability and stability of the system.

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5. Agile Development:

- The project embraced an agile development methodology, enabling a flexible and

collaborative approach to project management. Regular sprint cycles facilitated continuous
feedback loops, allowing for adjustments and improvements based on evolving requirements and
insights gained during development.

6. User Acceptance Testing (UAT):

- Before the system's deployment, a comprehensive User Acceptance Testing (UAT) phase was
conducted. This involved stakeholders actively engaging with the system to validate its
functionality against the initial requirements, ensuring that the end product aligned seamlessly
with user expectations.

7. Deployment and Feedback Integration:

- Upon successful UAT, the system was deployed in a production environment. Post-
deployment, an iterative feedback loop was established to address any unforeseen issues, gather
additional insights, and implement further enhancements as needed.

8. Documentation:

- Thorough documentation was an integral part of the methodology. This included technical
documentation for developers, user manuals for administrators and customers, and maintenance
documentation for ongoing support and future development.

The chosen methodology ensured a holistic and collaborative approach to developing the
Insurance Management System. By embracing iterative development, continuous testing, and
user feedback, the methodology fostered a dynamic and adaptive process, resulting in a robust
and user-centric insurance management solution.

7
 DFD

Insurance Management System DFD:

1. Admin Processes:

a. Admin Login:

- Admin uses login credentials to access the system.

b. Admin Management:

- Admin can view, update, or delete customer information.

- Admin can view, add, update, or delete policy categories (Life, Health, Motor, Travel).

- Admin can view, add, update, or delete policies.

- Admin can view total policyholders, approved policyholders, and disapproved

policyholders.

- Admin can approve policies applied by customers.

- Admin can answer customer questions.

2. Customer Processes:

a. Customer Account Creation:

- Customers can create an account without admin approval.

b. Customer Login

- Customers use login credentials to access the system.

c. Policy Viewing and Application:

- Customers can view policies added by the admin.

- Customers can apply for a policy.

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 - When a customer applies for a policy, it goes into pending status.

d. Policy Approval and Status Check:

- Admin can approve pending policies.

- Customers can check the status of their applied policies under the history section.

e. Customer Query:

- Customers can ask questions to the admin.

External Entities:

- The system interacts with an external entity representing the database, storing customer and
policy information.

- The admin interacts with the system for policy approval and answering customer queries.

Data Flow:

- Data flows between the admin and customer interfaces for login and management processes.

- Data flows from the customer interface to the admin interface for policy application and
queries.

- Data flows from the database to the admin and customer interfaces for displaying policy and
customer information.

- Data flows from the admin interface to the database for updating customer and policy
information.

This DFD provides a high-level overview of the data flow and processes within the Insurance
Management System, emphasizing the interactions between the admin, customer, and database
entities.

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Zero Level DFD -Insurance Management System

10
 Insurance Generate
Management Insurance Report

Policy Generate Police

Management Report

Generate Buyer
Buyers
Report
Management Insurance
Management
System
Plans Generate Plans
Management Report

Payment Cheak Payment

Management Report

Taxes Generate Taxes

Management Report

Firs Level DFD -Insurance Management System

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Second Level DFD -Insurance Management System

12
BASIC DIAGRAM:

13
ER Diagram

14
Class Diagram

15
 SCHEMA

Designing a database schema for the Insurance Management System involves structuring tables
and defining relationships to efficiently store and manage data. Below is an explanation of the
database schema for the project:

Entities:

1. Admin:

- Fields: `admin_id` (Primary Key), `username`, `password`, `email`, `created_at`.

- The Admin entity stores information about system administrators. The `admin_id` serves as
the primary key for identification.

2. Customer:

- Fields: `customer_id` (Primary Key), `username`, `password`, `email`, `created_at`.

- The Customer entity represents individual customers. Similar to the Admin entity,
`customer_id` is the primary key.

3. PolicyCategory:

- Fields: `category_id` (Primary Key), `name`, `description`.

- The PolicyCategory entity defines different categories of insurance policies such as Life,
Health, Motor, and Travel.

4. Policy:

- Fields: `policy_id` (Primary Key), `name`, `description`, `category_id` (Foreign Key),

`created_at`.

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 - The Policy entity represents individual insurance policies. The `category_id` is a foreign key
linking to the PolicyCategory entity, establishing a relationship between policies and their
respective categories.

5. PolicyApplication:

- Fields: `application_id` (Primary Key), `customer_id` (Foreign Key), `policy_id` (Foreign

Key), `status`, `applied_at`.

- The PolicyApplication entity tracks applications submitted by customers for specific policies.
Foreign keys link to the Customer and Policy entities, establishing relationships.

6. PolicyApproval:

- Fields: `approval_id` (Primary Key), `application_id` (Foreign Key), `admin_id` (Foreign

Key), `approved_at`.

- The PolicyApproval entity records approvals by administrators for customer applications.

Foreign keys connect to the PolicyApplication and Admin entities.

7. CustomerQuery:

- Fields: `query_id` (Primary Key), `customer_id` (Foreign Key), `admin_id` (Foreign Key),
`question`, `answer`, `created_at`.

- The CustomerQuery entity captures queries from customers and the corresponding answers
provided by administrators. Foreign keys link to the Customer and Admin entities.

Relationships:

- One-to-Many relationship between Admin and Customer: An admin can manage multiple
customers, but each customer is associated with only one admin.

- One-to-Many relationship between PolicyCategory and Policy: Each policy category can have
multiple policies, but each policy belongs to one category.

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- One-to-Many relationship between Customer and PolicyApplication: A customer can submit
multiple policy applications, but each application is associated with one customer.

- One-to-One relationship between PolicyApplication and PolicyApproval: Each policy approval

corresponds to one policy application.

This database schema captures the essential entities, attributes, and relationships required for
effective data management in the Insurance Management System. It supports the tracking of
administrators, customers, policy categories, policies, applications, approvals, and customer
queries, facilitating the seamless operation of the entire insurance management process.

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 Code:
Manage.py

#!/usr/bin/env python
"""Django's command-line utility for administrative tasks."""
import os
import sys

def main():
os.environ.setdefault('DJANGO_SETTINGS_MODULE',
'insurancemanagement.settings')
try:
from django.core.management import execute_from_command_line
except ImportError as exc:
raise ImportError(
"Couldn't import Django. Are you sure it's installed and "
"available on your PYTHONPATH environment variable? Did you "
"forget to activate a virtual environment?"
) from exc
execute_from_command_line(sys.argv)

if __name__ == '__main__':
main()

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Outputs:

20
21
22
23
 CONCLUSION
In summary, the Insurance Management System heralds a transformative era in insurance
administration, integrating cutting-edge technology with user-centric design. By addressing the
complex needs of both administrators and customers, the system serves as a pivotal tool for
insurance agencies navigating the challenges of the digital age.

Its modular architecture, user-friendly interfaces, and robust functionalities underscore its
commitment to efficiency, transparency, and adaptability. As the insurance landscape continues
to evolve, this project not only meets the immediate demands but positions itself as a dynamic
solution poised to thrive amid future industry shifts.

24
 SCOPE OF ENHANCEMENT
Looking forward, the Insurance Management System offers a vast scope for enhancements that
can further elevate its functionality and responsiveness. Implementation of additional user roles
and permissions would provide a nuanced control structure, tailoring access levels for different
organizational roles.

A notification system could be integrated to keep customers informed about policy updates and
approvals in real-time, enhancing communication channels. The introduction of a premium
calculator would add a valuable tool for customers to estimate policy costs accurately. Enabling
document upload functionality could streamline the application process, allowing customers to
submit necessary documents effortlessly.

Exploring integration with external systems for data synchronization would enhance real-time
updates and facilitate seamless interactions with other platforms. These enhancements
collectively propel the system beyond its current capabilities, ensuring it remains not just
relevant but at the forefront oaf innovation in the ever-evolving landscape of insurance
technology.

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