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COMPLETE SOLUTION FOR INSURANCE BROKERS
INSURANCE MODULE
This module enables users to keep track of all insurance policies and manage the details of the same with powerful reports and queries. For Motor Insurance, stock of certificates received from Insurance Companies can be entered. Every issue of motor policy keeps track of stock consumption. Multiple branches and brokers can be created and stock with each can be tracked separately. When policies are entered for renewals all details are filled from the previous entry minimizing new data entry for the same. Tracking any policy by insurance companies, clients, policy numbers and in case of motor additionally by vehicle registration no, make or model have been provided. Endorsements and cancellations can also be entered with details of endorsements or cancellations. History of a policy from the creation date is available.
Business Analysis Reports – Client Wise, Insurance Company Wise and Policy Type wise both detailed and summary are available.
ACCOUNTS MODULE
This module provides for raising Debit Notes and Credit Notes to both clients and insurance companies by just picking up the details from the Insurance Module. The account heads to which the premium and charges can be pre defined through parameters and makes the posting a single click of the button. Insurance Company reconciliation optionally can be provided if the statement from insurance companies can be made available in a specified excel format for import into this system.
All other accounting transactions of receipts, payments including PDC receipts and payments, journal entries are available. Online posting makes it possible to get all reports including Trial Balance, Profit and Loss Account and Balance Sheet at any point of time. Receivables management with statements providing with full details of policies are available. For multiple cash clients, a single sundry party account with sub accounts to track the receivables have been provided.
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