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CONTENT

of web-based system xInsBroker
 


1. Module BEGINNING (Personal Settings, Forum and Help)

2. Module CONTRACTORS (Contractors, Contacts and Bank accounts) 

3. Module PAYMENTS (Cash desk, Cash desk report, Currency, Bank, Bank reports)

4. Module POLICIES 

4.1. Sub-module REGISTER:

4.1.1. Offices
4.1.2. Agents
4.1.3. Insurance companies
4.1.4. Policy types
4.1.5. Policies properties
4.1.6. Offices commissions
4.1.7. Agents commissions
4.1.8. Discounts

4.2. Sub-module TRANSFERS (Received policies/bills/stickers/green cards/assistance cards, Policies/bills/stickers to agents, Exchange of policies/bills/stickers/green cards/assistance cards, Returned blanks)

4.3. Sub-module REALIZATION (Policy realisation, Damages, Policy reports and Annulled and Returned Policies reports)

4.4. Sub-module INQUIRIES

4.4.1. Maturities
4.4.2. Expired policies
4.4.3. Amount allocation
4.4.4. Daily payments
4.4.5. Policies and bonus
4.4.6. Fictive payments
4.4.7. Missed payments
4.4.8. Received policies from agents
4.4.9. Stickers to policies
4.4.10. Bills to policies
4.4.11. Green cards to policies
4.4.12. Assistance cards to policies
4.4.13. Free policies
4.4.14. Free stickers
4.4.15. Free green cards
4.4.16. Free bills
4.4.17. Damages
4.4.18. Broker's diary
4.4.19. Report to Financial Supervision Commission

5. Module MY MENU - module for individual system settings

Module ADMINISTRATOR (only for administrator use) - a system module for determination of internal rights for access to data in client's portal:

  • Sub-module Register (Cash desk, Cashiers, Numerators, Countries, Cities, Organization data, Auto-payment of policies)
  • Sub-module Account types
  • Sub-module Users
  • Sub-module Inquiries rights (Firms rights and Payment documents rights)
  • Sub-module Certificates
  • Sub-module Blanks
  • Sub-module Data correction (Doubled contractors) 
  • Sub-module Logs
  • Sub-module Duties and payments
Module Online insurance (additional paid module)
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