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Tuesday, January 22, 2019

Computerised quotation system Essay

The task that I am going to yield a solution for is to produce a computerised quotation extinctline for S & shell A S Insurances.EXISTING corpsedoubting doubting Thomas Davidson is presently a broker providing policy policy for gondolas. At present he in confident(predicate)s done a financial institution, S & vitamin A S Finances. He is a broker roleplaying for the indemnity federation S & S Insurances. He has encountered with many indemnification companies in the prehistorical trying to point out the best mickle so that he shadow earn a good amount of profit. He last-placely made a deal with S & S Insurances in which he cigaret infer a good amount of commission. His job is to find nodes who would like to bargain insurance for their cars and he gains a commission of 7.5% for each customer to whom he sells a quotation mark.He started his c arer as a broker round three years ago after being made otiose as a factory worker assembling car parts. He has n o employees working for him at the arcminute. hitherto his wife helps him with the paperwork when she outhouse. Thomas whole works full- time from his home study, which is located in the heart of Streatham.In the past Thomas has had a lot of hold out dealing with customers and clients. He in a flash has a outlet of devoted customers who frequently clear up him when the renewal for their car insurance is due. Thomas usu altogethery interacts with his customers over the phone from his study sometimes til now he does conduct business at the home of his customer to their convenience.When Thomas finds an interested client he firstly explains to the client everything that is caperatic in the mention. In as accepted for Thomas to calculate the insurance repeat, he mappings a calculator, a record of t adequates with the insurance ratings go outd by S & S Insurances and his diary where he nones both the information bulge.The insurance ratings hand over a contrastive novelty of things the first tcapable is the insurance group, which assigns the base cost for a car dep determinationing on the cars crap, toll and power. The more than expensive and powerful the car, higher the basic cost. Thomas thusly adjusts the basic cost by multiplying it by various factors, which could affect the insurance. old age is overly a factor, the older the driver is, the less they are considered as a hazard. Sex is in addition a factor a young-bearing(prenominal) is considered as a less of a risk of exposure than males. The area you jazz in is overly a criterion which Thomas considers forward take an insurance quote, if you live in a high risk dainty area you are likely to pay more.The customer can and so choose what eccentric person of insurance he would like third troupe altogether, third party fire and theft or fully comprehensive. The insurance also offers an extra driver criterion, which can be added at an add-on cost. Thomas then offers a discount to the customers if they have had no claims vary from the past year or five years. Thomas then calculates the quote by multiplying the basic cost with all the factor multipliers and seeing if they can get a discount and then giving the customer the final result. Thomas writes all of the things discussed and quotations in his diary.If the client agrees to go ahead with the quote after hearing the final cost, Thomas drives a word- processed quote, which he then sends to S & S Insurances. From there S & S Insurances arrest the actual policy and then send it directly to the customer.Thomas does possess a computer and laptop at home, which his children intention for educational purposes. Thomas has very little knowledge just about victimization computers, however to produce the insurance quotes which are word-processed his daughter helps him and recently Thomas has started to produce the quotes by himself since he is gradually learning to practice a computer, even th ough he is slow with the typing. Thomas bump offs hand-written notes about all his clients, their dilate and policies, which is time consuming and can get tiring and leaden despite having a computer due to his lack of computer skills. furthermore sometimes Thomas wife also helps him with the paperwork, if there are alike many customers wishing to have a quote ready.Thomas says that most(prenominal) of his customers find out about his business by word of mouth or from the consequence of the advert he has placed in the topical anaesthetic newspaper, if he could he would also like to attract more customers to increase the standard of his living.Thomas Davidson finds the existing manual way he issues quotes extensive and exhausting and would like to automate the arranging. He would also prefer to own more use of his laptop, however his lack of computer skills is a problem and therefore would like to be able to issue quotes on a simple and straightforward brass. He would also like to automate the formation so that it would be much faster to issue quotes and therefore would not have to spend too much time doing things manually. At the moment he hardly gets anytime to spend with his children especially when there is a fleshy workload. Thomas feels that if he were able to get the governance to be computerised he would like to employ some staff and expand and preferably displacement reaction into an office. He would also like to work with more than one insurance company at the same time if possible in the closely future.CONSTRAINTSThere are not many constraints however there are a few which are important. My drug drug substance abuser Thomas Davidson has no experience of apply a computer except for possessing basic typing skills. This mode the remains go forth have to be informal and simple to use and understand.An early(a) constraint is time, although my user does not want the strategy to be made immediately or as soon as possible. merely he w ould like the computerised system to be created soon so that he can use it and update all his handwritten manual notes onto the system and be able to use it with future clients.USER REQUIREMENTSMy user is Thomas Davidson, who is a broker for S & S Insurances for whom I go away be creating a computerised quotation system. He would like the following requirements to be taken into account.* To be able to see the radical cost of the insurance quote.* To be able to see the total cost of the insurance quote before a discount is given.* To be able to print the quotation.* To exculpate sure that system is unassailable and secure.* To be able to see the elaborate of all the customers such as forename, surname, age, and the character reference of insurance they would like.* To be able to monetary fund the issued quotes so that they can be utilize at a subsequent date.* To change phone enquiries to be dealt much quickly.* To make the system user- friendly.* To make sure the info entered is accurate.* To make the system look professional, self-opinionated and nonionised.QUANTITATIVE OBJECTIVES* To use a formula to work out the total cost of the insurance quote.* To use separate formula to work out the cost of the quote excluding the discount.* To be able to print multiple copies of the quotes.* To make the system password protected so a password leave behind be fatalityed in effectuate to enter the system.* To make sure the exposit about the customers names, surnames, addresses, age and opposite dilate can be seen.* To be able to use a command solelyton so entropy can be stored.* To use drop down boxwoodes to be able to select options.QUALITATIVE OBJECTIVES* To make the system user- friendly I volition create a user porthole so that it is easy to move around the system.* To make the system look professional and organised. slaying CRITERIAS* The system should be able to use a formula in society to work out the total cost of the insurance quote.* The system should be able to use a calculation in ensnare to work out the cost of the insurance excluding the discount.* The system should be able to print multiple copies of the insurance quotation.* The system should be password enable, so a password pull up stakes be hireed in order to access the system to make sure the system is safe.* The system should collection all the details about the customers such as names, surnames, addresses and opposite details.* The system should be able to store the issued quotes so that they can be used at a later date.* The system should have drop down boxes so the user can select options quickly and easily.NEW SYSTEMHARDWAREIn order to computerise the quotation system I leave pauperisation a Windows XP computer. I impart also consume a QWERTY keyboard and a mouse in order to input the info into the spreadsheet. I impart be victimisation the hard drive to merely the spreadsheet on an internal storage. I will also be salvage the sprea dsheet on an external storage such as CR-RW so that I have a back- up copy of the data in look the original copy is deleted I will still have another copy. I will also be apply a visual display unit (visual display unit) to see the spreadsheet. I will also be utilize a printer to print out the quotes so that the user can see them and then send them to S & S Insurances. package programIn order to produce the car insurance quotation system I will be use spreadsheet software for many reasons. In a spreadsheet I can use many of the features which will enable me to produce an efficient quotation system. I can use macros, identify boxes, combo boxes, V Lookup, IF statements and other features in the system.There is other software such as a word- processor or a database but they are not suitable for this quotation system. Although you can make tables and do basic calculations they are only limited as they are not mainly designed for that purpose.I will be using Microsoft leap out 2003 as I do not have any other spreadsheet software available on my computer. I will also use it as I am more familiar with it as I have used it many times in the past.SECURITYI will subscribe to make sure the spreadsheet I create will be kept safe and secure. I will need to make sure the data is secure as I will need to follow the Data Protection Act 1998. In order to assent with the law I will keep the data safe by having cell protection so if anyone other than me or the user accesses the data he will need to enter the password in order to alter the information. I will also keep a backup copy of the system so if the user loses the original copy he will still have another backup copy.INPUT, PROCESSES AND OUTPUT introduceI will input all the data required using a keyboard into the spreadsheet. The input data I will need in order to produce the quotation system are all the customer details and the headings.I will require the following specific data about the customers forename, surname, address, sex, model and make of the car.I will also need the age of the driver, which will be in a grouped scheme e.g. 17- 19 or 60- 65.The type of insurance the driver wants will also be required whether it is, fully comprehensive, third party only or third party fire and theft. I will abbreviate the type of insurance to make it shorter so it would be much quicker to type and also easier.I will also need to know what type of area the driver lives in, as this could be a risk factor, low, strength or high.I will also need to know if the driver would like to state an extra driver or not. I will also need to know the make sense of claims the driver has made in the past 4 years and whether he is eligible for a discount.The other details I will need to know is about the insurance and which rating the cars are allocated according to their power and cost. I will also need to know about the multipliers so that I can work what I need to multiple the costs, these will be allocated to the sex, age of driver, risk of area and insurance and type.The final detail I will need to know are the number of penalty points the customer has, as having more conviction point will increase the cost of the insurance quote.ProcessesIn order to create the quotation system I will need to draw out a number of processes with the input data in order to produce the sidetrack.The fixed data will be the data that I will not change on the spreadsheet such as the main headings e.g. forename, surname, address. The variable data will be the data that will change. The data that will need to be changed are all the details about the customer and his car.In order to meet the following user requirements I will carry out a number of processes* To be able to see the total cost of the insurance quote and to be able to see the total cost of the insurance quote before a discount is given.I will be using a formula to calculate the total costs of the quote and also to work out the cost excluding the discount. I will be using a simple Auto sum calculation in order to do this. In order to work out the total cost I will need to use a V Lookup formula. A V Lookup searches for a value in the leftmost column of a table, and then returns a value in the same rows from a column you specify in the table. I will be using a V Lookup formula since I will having different things on different sheets it will need to lookup the values in other cells.* To be able to print the quotation.In order to do this the user can use the menu options on the toolbar however to make it easier for the user I will have a macro.* To make sure that system is safe and secure.In order to keep the data safe I will be using cell protection. I will be keeping a password so when someone accesses the deposit he will be prompted to enter the password. If the password entered is correct he will gain access and be able to change the data. However if an incorrect password is entered an error message will appear infor m the user he cannot gain access.* To be able to see the details of all the customers such as forename, surname, age, and the type of insurance they would like.In order to do this I will have a sheet where the details about the customer can be seen.* To be able to store the issued quotes so that they can be used at a later date.In order to do this I will be using macros. Macro is a feature that stores a series of commands so that the user can use them with a single command. I will be using macros for various things such as printing the quote, storing the quotes, to view the quotes and other tasks.* To enable phone enquiries to be dealt much quickly.In order to fulfil this requirement I will be using a variety of buttons to make it easier for the user. Option buttons are used for choosing one item from a list of options, where you can select one option button at a time. I will be using them so the user can select the sex of the driver, either male or female. jazz group boxes can also be called drop- down boxes, which offer a number of choices to the user, one of which maybe selected. I will be using a combo box so that my user can select the drivers car. By selecting on the drop- down cursor will provide the models of the cars. A list box and combo boxes are alike however a list box shows the choices available without having to click on the arrow.I will be using a list box for the risk assessment of the area and type of insurance, as there are only three options from which the user can select. A break out box is a box, which can either be selected or unselected, when you click on the box a tick appears in the box. I will be using a check box for the declaration of the extra driver. A thread maker is made up of two arrows, one point up and the other down. By clicking on the up arrow increases the value and the down arrow decreases the value. I will be using the spinner to choose the number of years the driver has made no claims. I will also be using IF stateme nts in order to see the values of the check box which will check whether the customer would like an extra driver.* To make the system user- friendly.In order to make the printed quote professional and organised I will be adding the name of the company, address, telephone numbers and the company logo at the top. I will also arrange all the information into sections and add colour to make it look more attractive. I will create the macros into buttons so the user can quickly carry the tasks. I will also add a front end to the system. A front end is the name given to the user-friendly interface that will appear on the screen when the file is loaded. It will provide the user with a number of options.Once the data has been entered I will need to rename the worksheets and insert a defined name for authorized data which will be used in calculations.OutputThe output will be the full quote details, which will be on the screen of the computer showing the customer name, address, car details, a nd the cost of the insurance and without the discount. The output on the screen will also show the macros, which can be used to navigate around the system.The other output will be the fully modified and professional printed quote that will show the company logo along with the companys address and contact numbers. It will also show the issue date, all the details about the quote and the expiry date of the quote.

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