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The task that I am going to provide a solution for is to produce a computerised quotation system for S & S Insurances.

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Introduction

SPECIFICATION The task that I am going to provide a solution for is to produce a computerised quotation system for S & S Insurances. EXISTING SYSTEM: Thomas Davidson is currently a broker providing insurance for cars. At present he insures through a financial institution, S & S Finances. He is a broker working for the insurance company S & S Insurances. He has worked with many insurance companies in the past trying to find the best deal so that he can earn a good amount of profit. He finally made a deal with S & S Insurances in which he can gain a good amount of commission. His job is to find customers who would like to buy insurance for their cars and he gains a commission of 7.5% for each customer to whom he sells a quote. He started his career as a broker approximately three years ago after being made redundant as a factory worker assembling car parts. He has no employees working for him at the moment. However his wife helps him with the paperwork when she can. Thomas works full- time from his home study, which is located in the heart of Streatham. In the past Thomas has had a lot of experience dealing with customers and clients. He now has a number of devoted customers who frequently contact him when the renewal for their car insurance is due. Thomas usually interacts with his customers over the phone from his study; sometimes however 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 involved in the quote. In order for Thomas to calculate the insurance quote, he uses a calculator, a record of tables with the insurance ratings provided by S & S Insurances and his diary where he notes all the information down. ...read more.

Middle

* The system should show all the details about the customers such as names, surnames, addresses and other 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 SYSTEM: HARDWARE: In order to computerise the quotation system I will need a Windows XP computer. I will also need a QWERTY keyboard and a mouse in order to input the data into the spreadsheet. I will be using the hard drive to save the spreadsheet on an internal storage. I will also be saving the spreadsheet on an external storage such as CR-RW so that I have a back- up copy of the data in case the original copy is deleted I will still have another copy. I will also be using a VDU (visual display unit) to see the spreadsheet. I will also be using a printer to print out the quotes so that the user can see them and then send them to S & S Insurances. SOFTWARE: In order to produce the car insurance quotation system I will be using 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, list 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 Excel 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. ...read more.

Conclusion

I will be using a check box for the declaration of the extra driver. A spinner 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 statements 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 certain data which will be used in calculations. Output: The output will be the full quote details, which will be on the screen of the computer showing the customer name, address, car details, and 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 company's address and contact numbers. It will also show the issue date, all the details about the quote and the expiry date of the quote. ?? ?? ?? ?? Neelam Patel 12F ICT Coursework ...read more.

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