Insurance Broker Module In Tally.ERP 9
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Transcript of Insurance Broker Module In Tally.ERP 9
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Insurance Broker Module
In Tally.ERP9
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Features • Insurance Masters• Class of Business Master with Sub Classification• Procurer Master • Client Name Master with Address & contact Details • Policy Master with Start to End Date, Policy Premium , Client, Procurer, Class of Business
Details • Auto calculation of amount of “Commission/Brokerage” raised on Insurance Company• 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.
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