Masters
- 1Multi Currency SupportWe should be able to select currency for every transaction. It can be set as the default currency, but I should be able to change it. Also, the reports should be separate for each currency. Connected... Read more...
- 1Renewal reminder emailin upcoming renewals, we should be able to send client email intimating renewal details with help of Renewal Reminder Template set for various policy types.
- 1Merging of Insurer BranchesLike Client Merge, we require a feature to merge Insurer Branch Merging also. It should merge premiums, prospects & co-insurer branches and then deactivate the duplicate branches.
- 7Declarations FeatureWe need a mechanism in SIBRO for managing Declarations. 1) At Settings > Policies, after Installment Payout, hava a new master item Declarations. 2) Declarations Master will be similar to Mem... Read more...
- 10Indian numbering systemIf Country is India, show the numbering system in 00,00,00,000 format instead of 000,000,000 format.
- 8Dispositions for Claim Follow Up NotesPROBLEM: Along with follow up, we should be able to track what is the disposition of each claim - in detail; for example: at Claim Intimated stage, is the "Surveyor Appointed", has "Surveyor Visited",... Read more...
- 10Show CRM in all places where Business Owner is available1) Move ability to ON/OFF CRM feature (sibro_feature 20) from backend to front end (via Organization Master). 2) Currently, if CRM feature is ON, then in all places where Business Owner is listed, ... Read more...
- 1Dashboard ImprovementsInstead of the current summary, implement a graph based summary as shown here: https://docs.google.com/spreadsheets/d/1mXSwtw7o07JHMPlchTuG-000uGahtfz733m2aJWee7A/edit?ts=5ee20da5#gid=1285473678 Cont... Read more...
- 1Profile Picture on the top rightAll users should be able to set profile picture on the top right of the page. If profile pic is not uploaded, fall back to Letter Avatars.
- 2Convert large downloads & uploads into jobsMake all Downloads & Uploads that could go really large in nature into jobs with user specific notifications when In Progress, Completed or Failed. See the attached image of Google's Admin Side... Read more...
- 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...
- 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.
- 1Available Balance Insurer Wise or Total WiseCurrently, Available Balance is Insurer Branch Wise. Give a flag at Organization Master to set Available Balance as one of (1) Insurer Branch Wise or (2) Total Wise. For countries where credit is... Read more...
- 1Auto calculation of quotes from excel chartOn the quote comparison side, it would be helpful if the system can auto compute premium and commission once sum insured is encoded and vice versa. We will upload as an excel, all the possible combin... Read more...
- 1Tax Number at Insurer Branch MasterCurrently, if Country is not India, GST Number & TAN Numbers are hidden. Instead, show them irrespective of the country, but remove the format validations currently in place, if country is not I... Read more...
- 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...
- 1Modifications in IRDAI ReportPlease modify the current IRDAI Report to the following:
- 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.
- 5Insurer 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...
- 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...
- 1Remove Disable from Client MasterRemove Disable from Client Master if the Client already has some transactions.
