Policies
- 1Policy ResendWe should have a button link to resend policy document to client based on last template and email used as default option with edit mode active.
- 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.
- 1Multiple files in prospectsThe option to upload multiple Other Documents is currently available only during add policy. Please bring that in (1) upcoming step also and (2) during outward & (3) delivered steps of converted p... Read more...
- 10Discount fieldAdd a new sibro_feature Discount. OFF by default. If ON, then during Add/Edit Policy, we should be able to give a discount to customers. If discount provided, show that along with Policy Premium in... Read more...
- 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...
- 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...
- 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...
- 1Rewards in Click & ExpandShow Rewards portion too in Click & Expand of Policies > Converted - if rewards is applicable (i.e. non zero). Currently, we only see the Brokerage Portion if available.
- 2Lock Policy Entry after IRDAI Return FilingOnce IRDAI Returns are filed for a quarter, do not allow entry of policies/endorsements to that quarter.
- 1Multiple policies for a single payment on creditPlease add the ability to add a single payment for multiple policies that were issued on credit. Solution would be to additionally list converted policies that do not have a connected premium too; in... Read more...
- 3Add Premium Button for Converted PoliciesCurrently, there is an [Add Premium] Button for Endorsements that are Awaited, and does not have a connected premium. Now, if credit is allowed, then for such organizations, this [Add Premium] butt... Read more...
- 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...
- 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...
- 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...
- 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...
- 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...
- 1Status required in Custom Fields MasterIntroduce a STATUS column in All 3 Custom Fields Masters, so we can see if they are Active or Not Active in a single go
- 1Whatsapp Integration at Policy UpdateAdd Whatsapp Integration for Notify Customer at Policy Update
