Installments
- 2Delete of Premiums for users with privilege(1) If a premium is not connected to a policy or endorsement or installment, then allow deletion of that premium via client accounts for users with Policy > Delete Privilege. (2) If a policy is c... 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.
- 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...