© Tally Solutions Pvt. Ltd. All Rights Reserved
Insurance Broker Module
In Tally.ERP9
© Tally Solutions Pvt. Ltd. All Rights Reserved
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.
BK INC. 002, A-wing, Highway Park E4 CHLS, Near Avenue Hotel, Thakur Complex, Kandivali (East), Mumbai – 400101. Tel : +91 (22) 6517 5553 / +91 9702405553 Email: [email protected]