The Insurance Agent Solution on Tally.ERP 9 addresses the needs of Insurance Agencies dealing with multiple insurers’ products. It manages Policy Handling, Premium Payment Management, Renewal Management, Commission Reconciliation and other important requirements of this segment. The solution can adapt to existing processes & practices.
| Tally.ERP 9 | Readymade Addon | Customized Solution |
| Enquiry/walk-in clients management |  |
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| Insurance Master |  |
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| Class of Business Master with Sub Classification | |
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| Agent Master | |
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| Client Master with Address & contact Details | |
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| Option to import customer database from excel file | |
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| Policy Master with Start to End Date, Policy Premium , Client, Agent, Class of Business Details | |
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| Auto calculation of amount of “Commission/Brokerage” raised on Insurance Company | |
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| Area wise, executive wise, departments wise, branch wise etc reports for due renewals | |
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| Renewal request letters through mail, email and sms. | |
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| Area wise, executive wise, departments wise, branch wise etc reports for due premium | |
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| Premium request letters through mail, email and sms | |
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| Bill generation to insurers | |
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| Receiving brokerage and service tax from insurers | |
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| Reconciliation | |
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| Income and profit analysis | |
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| Fund Flow Statements | |
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| Dr/Cr Summary, General Ledger, Trial Balance & Balance Sheet | |
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| TDS reports | |
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| Service tax reports | |
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| Bank Summaries | |
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| Cash/Bank Book, Manual & Auto Bank Reco. | |
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| Mailing Labels | |
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| Insurer (Policy Holder) Wise Report | |
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| Type of Policy Wise Report | |
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| Insurance Company Wise Report | |
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| Report on Top Policy Holder / Premium Customer | |
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| Report to track expiry dates of the Policy | |
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| Commission Report with – Commission Booked, Commission Received and auto calculation of Difference if any | |
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| Commission Analysis Report by Type of Policy Wise, Policy Number wise, Policy Holder Wise and Internal Salesman Wise | |
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| Marketing executive activity tracking, manage travel expense | |
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| High level of security with user authorization management for approval limits | |
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| System Date on Start Up | |
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| Grid Lines in Reports | |
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| Standard Narration | |
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| Delete Unused Ledgers & Stock Items | |
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| Voucher Type Security | |
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| Voucher Tracking Module | |
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| Detailed Balance Sheet and Profit & Loss | |
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| Party Reconciliation | |
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| Smart Dustbin | |
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| Disable Deletion Of Vouchers | |
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| Tally Backup On Open/Close Of Company | |
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| Control on Automatic Voucher Numbering | |
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