General Insurance Manual

8/3/2019 General Insurance Manual

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Miles Software Solutions Pvt. Ltd.Miles Software Solutions Pvt. Ltd.

General InsuranceGeneral Insurance


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General Insurance

1. Set Up

2. Order Placement

3. Reports

4. Road Map


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1. Set Up

1.1 Insurance Company

1.2 Category Master

1.3 Product Master


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1.1 Insurance Company

Insurance Company

You need to create

Insurance Company

under General

category.

It is a general practice

that in General

Insurance we dont havePolicy Name however

for cases where you

have one you can create

under General

Insurance Policy Tab


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1.2 Category Master

Category Master

By default the base

installation will provide

you with standard

categories currently

relevant in the industry

today.

In case if you wish tocreate an additional, you

can add or change the

status of a particular

category


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1.3 Product Master

Product Master

Under each default

category, base

installation will provide

all available products.

In case if you wish to

create an additional, you

can add or change thestatus of a particular

product.

By default, against

each product the

maximum revenue

sharing percentage is

displayed which can beedited and set. Such

base slab is what will be

available at the time of

order placement


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2. Order Placement

2.1 New Order

2.2 Confirmation

2.3 Endorsement


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2.1 New Order

New Order

General Insurance

Order can be placed at

L4 level.

Based on L4

transaction page will list

all the past orders

entered by the RM,pending as well as

confirmed.

In case of pending

orders, RM can edit and

modify, delete an order.


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2.1 New Order

New Order

Post client search, user needs to select the Category, based on which its underlying products will be

displayed. Upon selection of the said product system will list the name of Insurance Company offering

the said product. If any policy exists for the said product same will be listed, user can enter the name or

even leave it blank.

User will also need to enter other order related information covering details like Sum Insured, Net

Premium, TP, Service Tax, etc.

Proposal form if any can be scanned and uploaded at the transaction stage.


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2.2 Order Confirmation

Order Confirmation

Using confirmation menu, user will get the list of pending orders to be confirmed between two dates.

User can select a particular order and confirm or reject it.

In case of confirmation, user is expected to enter confirmation details covering policy number, policy

start date, etc.


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2.3 Endorsements

Endorsements

User can place an endorsement order only for a confirmed transaction.

Upon selection of a confirmed transaction, user needs to click on Endorsement and this will list

existing endorsement against the said confirmed order or list pending endorsement that can be edited,

deleted OR add new endorsement. Confirmation process Similar to New Order has to be followed.


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3. Reports

3.1 Transaction

3.2 Holding

3.3 Policy Status


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3.1 Transaction Report

Transactions For a given L4, all

transactions done during

the given date range are

listed grouped by type

New Order and

Endorsement


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3.2 Holding Report

Holding A detailed holding

report giving all the

General Insurance

Policy held by the client

along with the tagged

endorsements against

each such policy

It provides a complete

tree view wherein user

can see all the

endorsements raised

under a given policy


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3.2 Policy Status

Policy Status Status report with

flexible parameters to

build the report on

based on account,

product, category,

insurance company and

a given date range.

The report provides

detailed view covering

detailed aspect of

transaction.


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4. Road Map

4.1 Claim Settlement

4.2 Client MIS

Documents

General Insurance Manual