Insurance Agent
ADMIN
NAME
ADDRESS
EMAIL ID
MOBILE
RIGHTS
TELE AGENT
NAME
ADDRESS
EMAIL ID
MOBILE
RIGHTS
CUSTOMER
UPLOAD CUSTOMER
ASSIGN TELECALLER
INSURANCE COMPANY
CONTACT DETAILS
COMMISION DETAILS
OTHER TERMS
QUOTATION
INSURANCE COMPANY
CONSIDERING POLICIES
TYPE OF VEHICLES
TENURE
REMINDER EMAILS
PAYMENT
TELE- AGENT COLLECTION
AGAINST THE QUOTATION
CHEQ BOUNCES REPORT
CLAIMS
A SINGLE PLACE TO TRACK ALL CLAIM DOCUMENTS, PHOTOS MANAGEMENT WORKFLOWS TRACK CLAIM PAYMENTS
POLICIES
ADD, AMEND AND RENEW POLICIES
SET UP PREMIUM
FEE PAYMENTS
LINK CLAIMS, ASSOCIATED DOCUMENTS
CREATE TASKS FOR TEAM TO COLLABORATIVELY EXECUTE.
CUSTOMER REPORTS
ACTIVE OFFERS
INCOMPLETE POLICIES
RENEWALS
INSURANCE OFFERS
CLAIMS
PAYMENTS
CHEQUE BOUNCE
ORGANISATION REPORTS
POLICIES
DEBTS
INSURANCE COMPANY
AGENT PERFORMANCE
POLICIES MADE
CUSTOMER NAMEMAKEMODELIDVNCBPREMIUMCONTACT NOMAIL IDPICK UP BOYCOMPANYTELECALLER NAMECITYADDON PLANPOLICY ISSUED DATEREMARKSPOLICY/VEHICLE NO
NCB DECLARATION
SER NUMBERBRANCH_NAMEMAIN CHANNELIMD CODEIMD NAMEPRODUCT CODEPOLICY STATUSPOLICY NUMBERINSRED_NAMEINCEPTION DATEEXPIRY DATENCB %NCBAMTPREVIOUS INSURERPREVIOUS POL/CN NOEXPIRY_DATECOVERREGNOENGINECHASSICOVERNTCLAIM STATUSNCB RECOVERY AMOUNTNCB RECOVER LETTER PRINT DATESENT TO DISPATCHED DATEPOD NUMBERAGENT EMAILLETTER TYPE
PIP INSURANCE
POLICYNUMBERWEEKLY DATEMONTHPRODUCT_CDRECORD_TYPE_CDPRODUCER_CDPRODUCERNAMEBRANCHZONE BRANCHCHANNELCOVERNOTENUMBERCOVER NOTE ISSUED DATEPREMIUMNCB_PERCENTAGENCB_CONFIRMNCBDISCOUNTAMTINSUREDNAMEADDRESSPOST_CDPREVIOUSINSURANCECOMPANYPREVIOUSPOLICYNUMBERPREVIOUSPOLICYEXPIRYDATEREGISTRATIONNUMBERENGINENUMBERCHASSISNUMBERPOLICYINCEPTIONDATEPOLICYEXPIRYDATEMFG_YEARVEH_MAKEVEH_MODELGC_FLAGRECEIVED FINAL REMARK STATUSTELECALLARSTATUSREMARK
INSURANCE COMPANY REPORT AUDIT
CUSTOMER AND VEHICLE DATABASE
CUSTOMER DATABASE
VEHICLE DATABASE
ORGANISATION REPORT
Supported Browsers
