DN Ra aie)AGILIS Brokerage is an integrated software solution designed to effectively perform all the functions of a Broker company - from Underwriting through Claims and Accounting. Accounting module is totally, integrated with insurance module and all insurance related transactions are updated in the Accounting Database. ‘Top-level AGILIS Brokerage features are categorized as follows: Client Management: + Crealion of Individual and Corporate clients: ‘+ Mass mailing system available to send emails to clients on, + Capturing of relevant personal and official details various eventsfprocesses. of clients, + Personal reminders available for user productivity + Corporate clients can be attached to a Group Company + Policy reminder facility available to prompt users of upcom= and corresponding business accumulation available. ing policy renewals before the actual expiry date + Wizare’s functionality available for Tele-marketing agents + Preparing and printing ‘Quotations to use and caplure basic underwriting details (o generate quotations BROKERWORLD-LIFE AND NON-LIFE INSURANCE On et ee eee 7 ene + Cash Book, Bank Book, Gt + Definition of transaction type: invoices, cash and + Posting ofall the insurance transaction into accounts bank receipts, payments, vouchers + Denton of accounting yars/perods/chart of + Matching invoice vs receipt accounts, account code components, journal types, etc. + Printing of receipts + Year/perod opening balances + Bank reconciliation and generation of + Definition of customers/analysis codes ete. accounting and financial reportsINSURANCE COMPANY MANAGEMENT: + Creating Insurance company profiles + Attaching insurance products to Insurance companies. + Creating Insurance products with fields such as Discounts, Minimum Premiums, Commission. details, Covers, Rates, Loading/Discounts details etc + Facility to compare ‘selected’ insurance products from among Insurance companies Insurance Transactions: + Underwriting transactions includes Policy, Endorsement and Claim for Tariff and Non-Tariff Indian insurance products, Provision to convert a Quotation to a Policy directly + Import of policies from Insurance companies (via Excel) + Recording an approvedissued Policy only after receipt of full premium, + Recording of Policy Endorsements for futute reference. + Endorsement with or without change in premium. + Recording a claim and tracking the activity of a claim, + Tracking the total amount paid against a claim and hence against a policy. + Facility to generate renewal notices and allowing to renew a policy, + Updating all accounts related entries into the Accounts module + Flexible Rating tari + Commission calculations based on Parameters + Generation and Printing of DebilCredit notes SALES MANAGEMEN + Defining the source of business types like Employees, Consultants, Tele-marketing, executives ete + Defining Targets for Sales staff and query for Business to Date for each + Defining Commission percentage or fixed amounts as consulting fees to all ‘Sources of Business USER/SECURITY MANAGEMENT. + Provides robust, multi-layered security infrastructure + Defining multiple groups as per user roles and functionality + Attaching a user to multiple defined groups. + Setting up of access rights to defined Groups + Rights are set on Insertion, Updates, Delete, Query, inl, Post and Approve for every relevant dlatacentey screens be eg Application Sever HEAD OFFICE REPORTS + Every section described above has its own set of comprehensive reports + Multiple quote generation for Insurance Companies + Creating Microsoft Word templates for Quotation and Renewal notice printing + Selection of formats for report generation. (MS Word, PDF, Excel) + Premium and Commission registers based on various: selection + Policy report to print the approved policy details + Endorsement register displaying latest policy, original policy and changes effected, + Reports on total risk accumulation on every cient - in Summary and in Details + Printing of Receipts and clients Name& Address in the form of labels + Aged analysis reports with configurable buckets ACCOUNTS + Facility to post the insurance transaction into ‘Accounts module + Allowing to capture the normal accounting of the company + Defining Accounting Years and Periods + To create the Chan of Accounts, components of, account code, Journal types etc + Enter Year and period opening balance + OpeniClose Year/Period + Defining Customers, Vendors, Analysis code ete + Allowing the user to do different types of transactions. such as Invoices, Bank and Cash Receipts and Payments, Journal Vouchers + Matching of the documents i. Invoices to Receipts et. + Commission matching with Insurance company data + Commission reversal + Printing of Receipts other than Premium receipts + Allowing generating reports for General Ledger, Trial balance, Profit and Loss accounts, Balance Sheet, Creditors and Debtors Ledger, Aged analysis, etc + Generate accounting transactions based on Underwriting and claims + Facility to do Bank Reconciliation and generate reports TECHNOLOGY DataBase Server MS SQL LEASED DIAL-UP UNE LAN /WAN Server branch el TAN / WAN Server branch