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Project information

  • Category: Insurance Broker Management System

Insurance Broker Mgmt. System:

The prime focus of the software is keeping a firm control over the purchase of items, production and dispatch processing with respect to quantity, quality & price. It would also ease the day to day operations. It is an integrated system with information being generated at the very moment data is being entered. At every stage where a decision will have monetary effect, the module will only proceed with proper authorization through allotted password.

It is a multi-user system with a single database server.

The system is secured with individual user code and password so that access to different modules can be allocated by the administrator.

  • Entry Module:

  • • Policy
  • • Brokerage
  • • Staff payment – Target
  • • Claim
  • • Client Meeting
  • • ORC and Reward Management.
  • • POSP and New Policy Registration through Android Phone.*
  • • Over Riding Commission for chain: Generation and distribution.#

  • Masters:

  • • Broker, Client, CSM, Deal Closer, Dealer, Financer, Lead Generator, Reference, Staff, Telecaller, TPA, Workshop
  • • Product (Tariff, Non Tarrif, Retail, Corporate, Single Installment, Multi Installment, Life, Non-Life), Paid up Capital wise Brokerage percentage selection
  • • Client Group
  • • Product Group
  • • Add On
  • • Insurer (H.O., Division, Branch)
  • • Base Commission Structure
  • • Chain System

  • Reports:

    • Premium Register
    - Day Report
    - Business Generation
    - Detail
    - Summary
    - TMP
    - Staff
    - Sharing Staff
    - Tele caller
    - Insurer Wise top List
    - Client Wise, Type of policy wise top list, Client Group wise
    - Staff wise top List
    - Type of policy wise top list
    - MIS(BAP Report)
    - Mis for Corporate Client
    - Branch Budget /Tracking
    - Premium Statements

    Brokerage
    - Due List
    - Received
    - Service tax due report
    - TDS
    - Form16
    - Brokerage Bill.

    Statement (IRDA, BAP)

    Claim

    Renewal Letter, List

    Staff paid / unpaid

    Client List

    Other Reports
    - Endorsement
    - Co Insurance
    - MV
    - Cover Notes
    - Involvement Report
    - CSM Group By Staff
    - Financer
    - Dealers

    Multi Installment
    - Installment Register
    - Due Installment
    - Day Report
    - Projects


  • System Administration:

    • User Creation
    • User access rights
    • Company details editing
    • Data export
    • Data import
    • Backup
    • Restore
    • Entry log maintenance