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IES Knowledge Base: Insurance Brokerage
 

 

 

Set Up and Management

Control Settings

Link to Tutorial page
Underwriters and Fee Earners Link to Tutorial page
Policy Types Link to Tutorial page
Premium Processing from the Accounting Perspective Link to Tutorial page

 

Using the Application

New Insurance Customer Accounts Link to Tutorial page
Maintain Customer Account Link to Tutorial page
Policy Master Link to Tutorial page
Incidents and Claims Link to Tutorial page
Raised, Unpaid and Paid Premiums Link to Tutorial page
Auto Raise Premiums Link to Tutorial page
Manual Premium Raise Link to Tutorial page
Reverse Premium, Bad Debts Link to Tutorial page
Collect Premium, Payment, Receipt Link to Tutorial page
Reverse Payment Link to Tutorial page
Policy Revenue Flow Link to Tutorial page

 

Administration

Diary Link to Tutorial page
Appointments Link to Tutorial page
New Tasks Link to Tutorial page
Perform Tasks Link to Tutorial page
Edit Tasks Link to Tutorial page
List Tasks Link to Tutorial page

Task Progress

Link to Tutorial page

 

Reports
Master Account Listings Link to Tutorial page
Primary Policy Listings Link to Tutorial page
End Date Policy Listings Link to Tutorial page
Gross Written Premium Link to Tutorial page
Commission Earned Link to Tutorial page
Commission Due Link to Tutorial page
Renewal Reminders Link to Tutorial page
Customer Statements Link to Tutorial page