<%@ Page Language="C#" AutoEventWireup="true" CodeFile="insurance-agent-solution.aspx.cs" Inherits="miracle_technologies__20_09_2018_insurance_agent_solution" %> <%@ Register Src="~/header.ascx" TagName="header" TagPrefix="ctr" %> <%@ Register Src="~/footer.ascx" TagName="footer" TagPrefix="ftr" %> Miracle Technologies | Insurance Agent Solution <%--

The Insurance Agent Solution on Tally.ERP 9 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 .

Tally.ERP 9 Readymade Addon Customized Solution
Enquiry/walk-in clients management
Insurance Master
Class of Business Master with Sub Classification
Agent Master
Client Master with Address & contact Details
Option to import customer database from excel file
Policy Master with Start to End Date, Policy Premium , Client, Agent, Class of Business Details
Auto calculation of amount of “Commission/Brokerage” raised on Insurance Company
Area wise, executive wise, departments wise, branch wise etc reports for due renewals
Renewal request letters through mail, email and sms.
Area wise, executive wise, departments wise, branch wise etc reports for due premium
Premium request letters through mail, email and sms
Bill generation to insurers
Receiving brokerage and service tax from insurers
Income and profit analysis
Fund Flow Statements
Dr/Cr Summary, General Ledger, Trial Balance & Balance Sheet
TDS reports
Service tax reports
Bank Summaries
Cash/Bank Book, Manual & Auto Bank Reco.
Mailing Labels
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
Marketing executive activity tracking, manage travel expense
High level of security with user authorization management for approval limits
System Date on Start Up
Grid Lines in Reports
Standard Narration
Delete Unused Ledgers & Stock Items
Voucher Type Security
Voucher Tracking Module
Detailed Balance Sheet and Profit & Loss
Party Reconciliation
Smart Dustbin
Disable Deletion Of Vouchers
Tally Backup On Open/Close Of Company
Control on Automatic Voucher Numbering
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