Project Description

Financial Planner is a web-based platform designed to assist users in managing their LIC (Life Insurance Corporation) agency operations efficiently. The platform is tailored specifically for LIC agents or consultants to streamline their tasks, manage clients, policies, and track performance effectively.

Technologies Used

• HTML: HTML is used for structuring the content of the web pages, defining the layout, and presenting the information to the users.


• CSS: CSS is utilized to style the HTML elements, enhancing the visual presentation of the website, including fonts, colors, layout, and overall aesthetics.


• JavaScript: JavaScript is employed for adding interactivity to the website. It enables dynamic features such as form validation, interactive menus, animations, and other client-side functionalities to enhance user experience.


• PHP: PHP is utilized for server-side scripting to handle backend functionalities. It processes data, interacts with databases, manages user sessions, and performs other server-side tasks necessary for the proper functioning of the website.

Key Features

• Responsive Design: Ensures that the website is accessible and user-friendly across various devices and screen sizes, including desktops, tablets, and smartphones.


• Support and Assistance: Offers support resources, FAQs, and assistance channels for agents to resolve queries and issues they encounter while using the platform.


• Communication Tools: Integration of communication features like email or messaging systems to interact with clients, send reminders, and provide updates on policy status.


• Performance Tracking: Provides tools for agents to monitor their performance metrics, including sales targets, commissions earned, and policy renewals.

A proposed timeline for the development

• 01 Project Planning and Research Define project requirements in detail.
  Conduct market research on existing LIC agency management systems.
  Outline the features and functionalities required for the platform.
• 02 Design Phase Create wireframes and mockups for the user interface.
  Design the database schema for storing client information, policies, and agent data.
  Finalize the visual design, including color schemes, typography, and layout.
• 03 Development Phase Set up the development environment.
  Implement the frontend using HTML, CSS, and JavaScript.
  Develop backend functionalities using PHP, including user authentication, client management, policy management, and reporting features.
  Integrate communication tools and analytics.
• 04 Testing and Quality Assurance Conduct unit testing to ensure individual components function correctly.
  Perform integration testing to check the interaction between different modules.
  Conduct user acceptance testing (UAT) with a selected group of LIC agents to gather feedback and identify bugs.
• 05 Deployment Set up hosting environment and domain configuration. Deploy the application to the server.
  Conduct final checks to ensure everything is working correctly in the live environment.
• 05 Post-launch Support and Maintenance Provide technical support to users.
  Monitor system performance and address any issues that arise.
  Implement updates and improvements based on user feedback and changing requirements.