Role based access to Menu
Click here for
few Sample Screen Shots
IBS
has a host of features. Some of the notable features
are:
v
Role based access to Menu
v
Corporate System.
§
Add Policy that includes details of Account Executive,
currency, multiple insurers, sub-
agent.
§
Endorsement to and cancellation of policy.
§
Recall and renew the Policy.
v
Renewal notice and Renewal reminders in batch mode for
individual clients
v
Claims.
§
Registration of a New Claim & sending letters to Client
& Insurer.
§
Generating debit & credit notes for settling the claim.
v
Setup Reminders (Dairy system).
v
Create a Global list of documents requested from
insurers.
v
Over 100 Reports that cater to every need.
v
Online Receipts & Payments vouchers.
v
Recurring journal vouchers.
v
Bank Reconciliations
v
Creating prepayment list for insurers and settlement
using the same list.
v
HR forms and reports.
v
Audit Trail.
v
Executive Summary.
v
Client Summary.