© Tally Solutions Pvt. Ltd. All Rights Reserved

Insurance Broker Module

In Tally.ERP9

© Tally Solutions Pvt. Ltd. All Rights Reserved

Features • Insurance Masters• Class of Business Master with Sub Classification• Procurer Master • Client Name Master with Address & contact Details • Policy Master with Start to End Date, Policy Premium , Client, Procurer, Class of Business

Details • Auto calculation of amount of “Commission/Brokerage” raised on Insurance Company• Insurer (Policy Holder) Wise Report • Type of Policy Wise Report• Insurance Company Wise Report• Report on Top Policy Holder / Premium Customer• Report to track expiry dates of the Policy• Commission Report with – Commission Booked, Commission Received and auto

calculation of Difference if any• Commission Analysis Report by Type of Policy Wise, Policy Number wise, Policy Holder

Wise and Internal Salesman Wise.

BK INC. 002, A-wing, Highway Park E4 CHLS, Near Avenue Hotel, Thakur Complex, Kandivali (East), Mumbai – 400101. Tel : +91 (22) 6517 5553 / +91 9702405553 Email: tally@bkinc.in