Culminating Project Title
Date of Award
Culminating Project Type
Mechanical and Manufacturing Engineering
College of Science and Engineering
Creative Commons License
This work is licensed under a Creative Commons Attribution-Noncommercial-No Derivative Works 4.0 License.
Keywords and Subject Headings
Salesforce, Assignment, Agreement
This project was implemented in an insurance company where they offer different insurance for various commercial and personal line of business. XYZ group offer a full array of benefits solutions–including education, enrollment services and valuable claim support–to meet the needs of both employers and their workers. This project will focus on implementation of algorithms to automatically switch agreements between sales representatives. As this project involves interaction with other departments, Integration testing along with user acceptance testing will also be added to testing phase to maintain consistency. The main objective is to implement a new system from the ground up that will allow the company to easily configure/ make changes on the go and efficiently address sales and customer service needs in a nimble fashion. Finally, the results will be depicted in a chart representing the calculations indicating the time savings, cost savings, and the customer feedback after implementing the automation.
Karuka, Mithilesh R., "Development of Insurance Agreement Transfer Assignment" (2015). Culminating Projects in Mechanical and Manufacturing Engineering. 23.