Success General Insurance

Master file maintenance

     ✓  Provide Insurance Co. and Account code posting for premium received /payment/ commission by insurance Co.
     ✓  Provide Birthday enquiry By Customer.
     ✓  Provide Introducer (agent with commission given) Maintenance 
     ✓  Provide Producer Maintenance (no commission given)
     ✓  Provide Insurance Class maintenance
     ✓  Provide Customer maintenance

 Policy /Endorsement

     ✓  Auto Compute firm commission, amount due to underwriter in policy entry
     ✓  Able to enter particular’s of workers or staff for H& S and workmen compensation
     ✓  For Bond, system to show accumulated amount of bond for user to check so as to prevent the accumulated amount from exceeding the quota. 
     ✓  View Policy History.

 Debit Note

     ✓  Able to convert Debit note from Policy and auto generate amount due to underwriter, firm’s commission and amount due to insured.
     ✓  Auto posting to A/R (amount due from insured) and A/P (amount due to underwriter) with single debit note entry and auto posting to respective account codes.

 Renewal Notice

     ✓  Auto generate renewal notice list
     ✓  Generate individual renewal notice
     ✓  Able to track no. of policy that are due for renewal but did not renewed.

  Claim Registration

     ✓  Claim Registration Entry
     ✓  Track  action taken and keeps dairy in claim registration
     ✓  System to provide reports on what action / documents to be submitted by date.
     ✓  Track pictures, corresponding documents (pdf format) and action taken pertaining to insurance claim


     ✓  Reports for Insured/ Insurer and Agents

Financial Module

     ✓  General ledger, Journal Voucher
     ✓  Fixed Asset Management, Cash Book
     ✓  Trial Balance, Profit and Loss, Balance Sheet
     ✓  Bank Reconciliation report in foreign and base currency
     ✓  Auto generate Tax report for GST submission