Insurance Broker

Creation or Adding of Policy: Effortlessly create and add insurance policies to your system, ensuring accurate record-keeping.
Policy No.: Assign unique policy numbers to each policy for easy identification and tracking.
Policy Period: Define the policy period to keep track of coverage durations effectively.
Policy Type: Categorize policies according to IRDA guidelines with the flexibility to define policy types based on item groups.
Policy Product: Associate each policy with a specific insurance product, making product management seamless.
Commission Calculation: Define commission rates for each policy product, ensuring accurate commission calculations.
Dynamic Commission: Modify commission rates as needed while making entries, offering flexibility in commission management.

Lead and Co-Insurer: Record lead insurer and co-insurer names for comprehensive policy information.
Narration: Utilize narration for policy remarks, adding context and details to policy entries.
Account Owner: Define account owners in the master creation of party profiles, enhancing party management.
Account Manager Selection: Assign account managers to policies during the policy creation process, streamlining sales tracking.
Voucher No. Integration: Automatically generate voucher numbers from Excel, simplifying record-keeping.

Creation or Adding Claims Details: Efficiently create and manage insurance claims by associating them with the corresponding policies.
Claim Date: Automatically record claim dates as entry dates for accurate claims tracking.
Claim No.: Assign unique claim numbers to each claim, facilitating efficient claims management.
Claim Status: Mark claims as “Closed” or “Open” and add remarks for each claim’s status.
Policy Type: Automatically populate policy types based on associated items, simplifying claim processing.
Estimate Loss: Define and record estimated loss values when making claim entries.
Settlement Amount: Add settlement amounts for claims, ensuring transparency and proper documentation.
Insurer Details: Record insurer names for each claim, enabling easy reference and communication.

- Commission Calculation: Access comprehensive commission reports, reward calculations, and renewal data for policy analysis.
- Filter Options: Easily filter policies by account owner, account manager, insurer, and policy number for customized reporting.

- Comprehensive Claim Reports: Access detailed claim reports, including claim status, estimated losses, settlement amounts, and insurer details.
- Filter Options: Filter claims by policy number, account owner, account manager, and insurer for tailored reporting.