Insurance and Brokerage Solution Software

Complete    Insurance Brokerage software, General    Insurance    Brokers    Management    System    for    handling    All    Aspects    of    Underwriting    &    Claims .

Key Software Features

Modules/Features

• • Multi Company/ Multi User.
  • Multi Currency Debit/Credit Notes.
  • Complete Policy Life Cycle Tracking from its Inception.

Under Writting

• • Address Book Management of Customer, Insurers & Agents.
  • User Defined Risk Classes for Motor, General (Miscellaneous), Marine, Medical. e.g. Motor Private, Commercial, Fire, Fidelity Guarantee, Public Liability, WIBA, Burglary, Marine Hull, etc.
  • Risk Ratio Analysis.
  • Renewal List.
  • Renewal Invitation Letters / Notices.

Claims

• • Claims Registration.
  • Claims Categorization e.g. Windscreen Claims, Radio Cassette Claims, Third Party Claims, Written off Claims, etc.
  • Claims Progress Tracking.

Financials

• • Seamlessly Integrated with Tally. ERP9 for Accounting.
  • Auto creation of master viz. customers, insurance co. etc.
  • Auto posting of Debit Note, Credit note, Receipts & Payment to Tally.
  • Different Debit Date (Transaction Date) & Effective from Date for Prior/ Post Debit Notes.
  • Agent Commission Report.
  • Direct Payment Report.
  • Sales Analysis.
  • Other charges Report.
  • Underwritting / Portfolio Register.
  • Insurance Register.
  • Motor Vehicle Certificate Report.
  • Renewal list.
  • Risk Ratio Analysis.