Nthami
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- 1Import Premium at Installments1) At Policies > Installments, Give a new option "Import Premium" It should take the user to a new page'. 2) In that page, we will select the following: (1) Client, (2) Insurer, (3) Insurer Bran... Read more...
- 1Import of Policies with InstallmentsWe need a provision to bulk import (1) Policies with Installments and then bulk import their (2) Installment Premiums. System should then produce a report of all installments that did not get paid.
- 2Grouping of ClientsCreate ability to Group a set of Clients; just like we can group Business Owners into Teams. This feature can be ON/OFF at Organization Master. If Client Groups is ON, then at Client master, we can ... Read more...
- 1Allow Duplicate Policy NumbersCurrently system does not allow duplicate policy numbers. However, if the policy is a renewal, then we should allow the same policy number for the renewal also. Reconciliation step should be adjus... Read more...
