Features of Insurance module
Insurance Management -> Policy -> Policy Quotation
(Where you can prepare quotation for particular policy to your customer)
Adding up of Branch form, view Branch registration menu which is a part of configuration you can add the your company’s branch or sub-branches.
Add Policy Schemes
In policy schemes form we can configure insurance policy structure. In schemes form we add schemes details like policy name, type, minimum duration maximum duration, minimum amount, maximum amount, etc..
Below is the form for adding schemes
1. Product Name
2. Policy type
3. Policy Code
4. Minimum duration of the policy
5. Maximum duration for which the policy can be taken
6. Minimum Amount
7. Maximum amount which the policy can be taken
8.Tax in case any
9. Interest rate
10. Adding of Agent
11. Save the scheme.
List Of All Added Schemes
Agent details : agent Detail is another menu which offers you to create new agent and fill agent details
Customer Detail is another menu which offers you to create new customer, their policies details, the policy number, expiry dates and so on . .
Customer Form : As you can see we have different fields available here in the customer form where you can enter the details such as address, phone number, tags, multiple contacts, notes, policy details and so on . .
View in Customer policies in policy details tab
The number of fields can be added based on the requirements. In the Policy detail tab you can easily identify the number of policies taken by the customer with details such : insure name, end date, renewal date and so ... The best thing about this tab is that a single customer may take different policies from one company (branch) or from different insurance company (branches) which can be easily find out.
You can directly send email from policy registration functionality. put policy in "done" stage directly to get the easy monthly installments with due dates.
here is an example of getting policy number and the easily installments including attached invoice
till the final number of EMI with due dates
Automated Email - Run Scheduler
Every day automatically run scheduler and generate policy EMI invoice and send email to customer with invoice attachment.
To prepare an insurance policy quotation to your customer, you can simply enter all the details or set up the payment method as monthly, quarterly ,etc...