Dashboard
Overview of your insurance businessDashboard
Current Month Policies
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Current Month Grand Total
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Current Month S
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Renewals Within 7 Days
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Recent Policies
Current month's latest policies
| DATE | INSURED NAME | REG. NO. | POLICY NO. | COMPANY | PRODUCT | TYPE | G. TOTAL |
|---|
Add Policy
Create a new insurance policy
All Policies
Manage all insurance policies
| Date | Insured Name | Reg. No. | Policy No. | Company | Product | Type | G. Total | Expiry | Actions |
|---|
Renewals
Upcoming policy renewals and expiring policies
| Insured Name | Reg. No. | Policy No. | Expiry Date | Company | Agent | Days Left | Actions |
|---|
Customers
Customer records
| Insured Name | Mobile | Vehicle Reg. No. | Vehicle | Type | Expiry |
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Agents
Manage agents and monthly business
| Agent Name | Contact No. | Business | No. of Policies | Action |
|---|
Bulk Data Upload
Import policy data from Excel
Upload Excel File
Upload your policy Excel file and the system will import the policy records automatically.
My Profile
Manage your personal details
Settings
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Dropdown Management
Add, edit or delete dropdown options
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