Hitesh
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- 1Follow up notes are not counted in ageing claimsIn the Daily Task Progress, the Ageing Claims count should mark a claim as done, if a follow up is entered. Currently, a claim is marked as done in Daily Task Progress, only if there is a status chan... Read more...
- 4Insurer wise, Product wise commissionsWe have instances in which insurers are paying less % than what IRDA recommends as the maximum. (1) Why not we modify the rewards master into Commission Master, and (2) introduce a Default Brokerag... Read more...
- 4Employee name at followup notesAt Policies > Upcoming section, show the name of the Employee who entered the followup notes.
- 1Show Client & Insurer Name during Quote UpdateDuring Quote Update, show the Client Name & insurer Name on the headings section (so user does not forget which insurer it is).
- 4Installment Payout TemplatesWe need an Installment Payout Master under Templates where we can define any number of Installment Payout Templates. Each Installment Payout Template will consist of 1) Template name (unique) 2) In... Read more...
- 1Booked In wise invoicing & reconciliationIf Booked In feature is ON, Then we should get the ability to Invoice not just the Insurer, but the Booked In Agency. At Add/Edit Invoice, give a radio button to Invoice (*) Insurer (*) Booked In ... Read more...
- 1Policy to be Renewed change from YES to NOIf Policy to be Renewed is changed from YES to NO, and if its child renewal prospect has already got created, then soft delete the child renewal prospect - provided, that child prospect is still not c... Read more...
- 1During Quote Update, allow both net to gross & gross to net calculationCurrently, when Gross Premium is changed, the tax rate changes. Instead, it should change the net premium. Also, remove decimal places from Gross Premium as it is currently very hard to type.
- 1Hide Net Premium and Tax in Quote Comparison SheetAdd ability to hide Net Premium & Tax in Quote Comparison Template - because they are not relevant in retail policies
- 2Whatsapp MasterWe require a WhatsApp Master similar to Email Master where WhatsApp messages can be predefined.
- 1Insurer wise defaults in Quotation RemarksIn Quote Awaited step, we should be able to select from a list of dropdown, the default remarks for that product. That would help in retail policies.
- 1Whatsapp Integration at Policy UpdateAdd Whatsapp Integration for Notify Customer at Policy Update
