Report Management Syatem For Insurance Agents

Report Management system For Insurance Agents

  • Client Domain:Insurance
  • Location: USA
  • Industry: Insurance

The insurance based client firm had a vision of possible application which could help meet the requirements of a largely ignored user base, i.e., the sales and marketing people, who are the primary responsible people for actual content in much significant documents. The fundamental requirement was to give the sales people a much easier and user friendly and quick access application, which will effectively reduce the time and drudge to get the information.

To achieve what they aimed, the client firm approached ValueCoders Solutions. We took the responsibility to provide the best solution. The client was very much impressed with ValueCoders’ experience in insurance based product and awarded the project. We responded well and stood up to the client’s expectations by delivering them with a feasible and robust application.

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  • ISV
  • Provider for IT Services


  • Insurance

Technologies Used

  • AJAX
  • SQL
  • Server 2003
  • IIS 6.0

Client Requirements

  • Building an application for their agents that adheres all the business policies
  • Implementing web browser based interface for the application.
  • Developing an app that gives report outputs in Excel format.

Challenges Faced

  • To create an application which can bring required interfaces for their engines dynamically according to the Client firm’s choice at any point of time.
  • Building an system that gives the output results from their Excel Engines in report format
  • Creation of database for agents and admin simultaneously.


We created a web application, which can give different options to build dynamic interfaces for client, according to their own choice of Excel engines. The web application connects to Excel applications and put the information. After saving the data in the engine, the application takes out the result from the engine and saved the information into database which is later shown as a report in HTML / PDF formats.

Multi-tier architecture was created, separating the presentation, business/application logic and data management into different layers.

Future Relationship

ValueCoders successfully executed the Student Behavior Tracking application development well within the time frame. The client achieved its target of making an user friendly Student Behavior Tracking Application and adding custom functions for better customer experience.

It was a learning experience for ValueCoders to work on this development project that has helped the client and brought in repeat business as well. We ensured that the client and the development team were on the same page by frequent collaboration and regularly making use of project reporting tools. Agile methodologies were used throughout the time to discuss, improve and implement solutions before the final delivery of the application.

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