Sanjay
This user was created automatically by the IdeaPush plugin.
- 2Tables in RFQ TemplatesCurrently, we can only have Headings and rows in RFQ Templates. We should be able to create tables too via in RFQ Templates.
- 1Modifications in IRDAI ReportPlease modify the current IRDAI Report to the following:
- 1Policy Related Escalation Matrix RequiredIn Daily Task Progress, add Ageing Policies: 1) Policy Awaited (TAT above 5 days) 2) Outward Awaited (TAT above 5 days) 3) Dispatched (TAT above 5 days) Insert this "Ageing Policies" section be... Read more...
- 1Improve Follow ups filter in Apply Filter of Upcoming PoliciesAt Upcoming > Apply Filter > Follow Ups > Change to (1) Upcoming, (2) Due Today & (3) Overdue
- 3Record Payment at InstallmentAt Installments section, we require a "Record Payment" button, that will take the user to the add premium transaction page. Pre-select the following: Step 1: Client Details, Insurance Company Nam... Read more...
- 1Class of Policy in Translation MasterI should be able to rename Class of Policy into Line of Business. Similarly, I should be able to rename (1) Life & (2) General into (1) Life & (2) Non-Life. Introduce provision for transla... Read more...
- 1TPA BranchsTPA Master should be made branch wise. Currently, if we deal with a TPA with more than 1 branch, we have to create 2 TPAs. Instead, make TPA Master Branch wise.
