✓ Provide Insurance Co. and Account code posting for premium received /payment/ commission by insurance Co.
✓ Provide Birthday enquiry By Customer.
✓ Provide Introducer (agent with commission given) Maintenance
✓ Provide Producer Maintenance (no commission given)
✓ Provide Insurance Class maintenance
✓ Provide Customer maintenance
✓ Auto Compute firm commission, amount due to underwriter in policy entry
✓ Able to enter particular’s of workers or staff for H& S and workmen compensation
✓ For Bond, system to show accumulated amount of bond for user to check so as to prevent the accumulated amount from exceeding the quota.
✓ View Policy History.
✓ Able to convert Debit note from Policy and auto generate amount due to underwriter, firm’s commission and amount due to insured.
✓ Auto posting to A/R (amount due from insured) and A/P (amount due to underwriter) with single debit note entry and auto posting to respective account codes.
✓ Auto generate renewal notice list
✓ Generate individual renewal notice
✓ Able to track no. of policy that are due for renewal but did not renewed.
✓ Claim Registration Entry
✓ Track action taken and keeps dairy in claim registration
✓ System to provide reports on what action / documents to be submitted by date.
✓ Track pictures, corresponding documents (pdf format) and action taken pertaining to insurance claim
✓ Reports for Insured/ Insurer and Agents
✓ General ledger, Journal Voucher
✓ Fixed Asset Management, Cash Book
✓ Trial Balance, Profit and Loss, Balance Sheet
✓ Bank Reconciliation report in foreign and base currency
✓ Auto generate Tax report for GST submission