Insurance Agent Accounts and Management System
Extension for TallyPrime to empower TallyPrime for working on Insurance Agent Accounts and management system with automate process, which makes Insurance Agent accounts easy.
The Insurance Agent Solution on TallyPrime addresses the needs of Insurance Agencies dealing with multiple insurers’ products. It manages Policy Handling, Premium Payment Management , Renewal Management , Commission Reconciliation and other important requirements of this segment. The solution can adapt to existing processes & practices.
Features
- Insurance Masters
- Class of Business Master with Sub Classification
- Procurer Master
- Client Name Master with Address & contact Details
- Policy Master with Start to End Date, Policy Premium , Client, Procurer, Class of Business Details
- Auto calculation of amount of “Commission/Brokerage” raised on Insurance Company
- Insurer (Policy Holder) Wise Report
- Type of Policy Wise Report
- Insurance Company Wise Report
- Report on Top Policy Holder / Premium Customer
- Report to track expiry dates of the Policy
- Commission Report with – Commission Booked, Commission Received and auto calculation of Difference if any
- Commission Analysis Report by Type of Policy Wise, Policy Number wise, Policy Holder Wise and Internal Salesman Wise.
