Collection Portfolio Management

This is an application for an insurance company that has to manage the collaborators, the collection portfolio, the invoicing, the accidents, and the payments of commissions.

Below we explain in more detail the management that makes the program:

Let’s start with the search engine for collaborators:

When the collaborator is found, we see his file, made up of five sections (basic data, contact data, data on the insurances he sells and their commissions, generated accounting entries and the Excel template that is applied for the calculations in his invoices:

For the management of the collection portfolio, we have a search engine for accounting entries and accounting contrapoints:

Once located, we can edit this accounting entries or accounting contrapoints:

There is also a search engine for invoices and a form to edit them. The invoices are printed from Word, using a template that is edited in the auxiliary files (masters) section:

To continue with the management, we have a form to create and edit the accidents, but these are mixed within the accounting entries search engine. We made a filter applied on the same search engine of entries, that shows only the entries that are accidents:

In addition, there is also a form for creating and editing commissions, which are located as accounting entries within the accounting entries search engine:

Finally, the program has several auxiliary files (masters), which complete the application:

Application made with Access. To use this application it is necessary to have the MS Access program. The application is made in Catalan language. Note: The data inserted in the images are fictitious.