1 / 3

Insurance Broker Module In Tally.ERP 9

Insurance Broker Module In Tally.ERP 9. Features. Insurance Masters Class of Business Master with Sub Classification Procurer Master Client Name Master with Address & contact Details

merrill
Télécharger la présentation

Insurance Broker Module In Tally.ERP 9

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Insurance Broker Module In Tally.ERP9

  2. 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.

  3. ….THANK YOU…. 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: tally@bkinc.in

More Related