Portfolio / Life Plan Branch Management System
Life Plan Branch Management System
Keeps a branch's members, policies and payments in one place, flags the policies about to lapse, and prints a statement of account for any member.
1,300+ member records moved from a spreadsheet
The problem
The branch kept its members and their policies in a spreadsheet. There was no single place to see payments, or which policies had fallen behind.
What I built
I moved the list into a database and built the screens the branch works from: a dashboard, a searchable member list, a view of policies that are behind, payment recording, and a statement of account that can be printed for any member. Staff and settings pages are limited to admins.
Results
Included
- Dashboard with collections and active policies
- Member list with search
- Lapsing radar, longest overdue first
- Payment recording with receipt numbers
- Printable statement of account
- Admin-only staff and settings pages
Built with
What you see here
The demo runs on made-up sample data. Real records, internal methods and anything confidential are left out.
Want something like this?
Tell me about the process you want off your plate. The brief takes about three minutes, and the project is priced before I start.
Start a Brief