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Miles Software Solutions Pvt. Ltd.Miles Software Solutions Pvt. Ltd.
General InsuranceGeneral Insurance
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General Insurance
1. Set Up
2. Order Placement
3. Reports
4. Road Map
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1. Set Up
1.1 Insurance Company
1.2 Category Master
1.3 Product Master
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1.1 Insurance Company
Insurance Company
You need to create
Insurance Company
under General
category.
It is a general practice
that in General
Insurance we dont havePolicy Name however
for cases where you
have one you can create
under General
Insurance Policy Tab
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1.2 Category Master
Category Master
By default the base
installation will provide
you with standard
categories currently
relevant in the industry
today.
In case if you wish tocreate an additional, you
can add or change the
status of a particular
category
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1.3 Product Master
Product Master
Under each default
category, base
installation will provide
all available products.
In case if you wish to
create an additional, you
can add or change thestatus of a particular
product.
By default, against
each product the
maximum revenue
sharing percentage is
displayed which can beedited and set. Such
base slab is what will be
available at the time of
order placement
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2. Order Placement
2.1 New Order
2.2 Confirmation
2.3 Endorsement
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2.1 New Order
New Order
General Insurance
Order can be placed at
L4 level.
Based on L4
transaction page will list
all the past orders
entered by the RM,pending as well as
confirmed.
In case of pending
orders, RM can edit and
modify, delete an order.
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2.1 New Order
New Order
Post client search, user needs to select the Category, based on which its underlying products will be
displayed. Upon selection of the said product system will list the name of Insurance Company offering
the said product. If any policy exists for the said product same will be listed, user can enter the name or
even leave it blank.
User will also need to enter other order related information covering details like Sum Insured, Net
Premium, TP, Service Tax, etc.
Proposal form if any can be scanned and uploaded at the transaction stage.
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2.2 Order Confirmation
Order Confirmation
Using confirmation menu, user will get the list of pending orders to be confirmed between two dates.
User can select a particular order and confirm or reject it.
In case of confirmation, user is expected to enter confirmation details covering policy number, policy
start date, etc.
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2.3 Endorsements
Endorsements
User can place an endorsement order only for a confirmed transaction.
Upon selection of a confirmed transaction, user needs to click on Endorsement and this will list
existing endorsement against the said confirmed order or list pending endorsement that can be edited,
deleted OR add new endorsement. Confirmation process Similar to New Order has to be followed.
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3. Reports
3.1 Transaction
3.2 Holding
3.3 Policy Status
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3.1 Transaction Report
Transactions For a given L4, all
transactions done during
the given date range are
listed grouped by type
New Order and
Endorsement
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3.2 Holding Report
Holding A detailed holding
report giving all the
General Insurance
Policy held by the client
along with the tagged
endorsements against
each such policy
It provides a complete
tree view wherein user
can see all the
endorsements raised
under a given policy
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3.2 Policy Status
Policy Status Status report with
flexible parameters to
build the report on
based on account,
product, category,
insurance company and
a given date range.
The report provides
detailed view covering
detailed aspect of
transaction.
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4. Road Map
4.1 Claim Settlement
4.2 Client MIS