Tracking sales in insurance industry

Abstract

Insurance agents under Independent Financial Advisory (IFA) are able to sell a wide range of financial products from multiple brands, allowing agents to be competitive. However, due to the myriad of options available, it is difficult for management to keep track of all the sales by multiple agents. As such, Tracking Sale System (TSS) is developed in order to help alleviate the problem and provide an efficient way to collect and display sales analytics charts, providing an enhanced quality of life to the management and agents. The goal of this project is to develop a system that collect sales figures online, crawl data production sales figures from various insurance systems. To achieve the goals mentioned, an online system with a web crawler and an Android application will be developed. The detail system requirements will be gathered from SG Alliance (SGA), an IFA consultancy.