Insurance management system development: Calculation of monthly premiums and streamlining of billing operations.

As a result of the joint estimate, the most cost-effective Excel macro was adopted for additional costs during specification changes. It demonstrated the expected cost performance right from the start of implementation.

■Trigger The contract information data received regularly from clients every month is in Excel format, and since the area for improvement is not something that can be addressed solely at the internal level during system implementation, utilizing macros became the best solution... The input data is not generated from an internal system but is based on the Excel data sent every month, which means that implementing commercial package software would not resolve the issue, necessitating the development of a custom system. ■Background of Implementation With the increase in customers, the workload for calculating insurance premiums and issuing invoices, which is done monthly, had become burdensome. Simply increasing staff would not lead to a fundamental resolution of the problem, and given that the data format from clients would remain as Excel data for the foreseeable future, it became necessary to develop a custom system that could directly process the received Excel data. Although estimates were requested from several system development companies, proposals for system construction using Access and systemization through server implementation were made, but the budget did not align, leading to reliance on Excel macro development for the system.

Membership management and payment management system