AIA Policy & Agency Commision System

Client:AIA Management Staff
Platform:Window XP & above
Purpose:Convert ING data from SAAS(old system) to new system and able to auto calculate agency commision.
Features:
  • Maintain client policy and agency commision rate.
  • Record payment from each agent for each policy.
  • Maintaining agency details.
  • Automatically calculate agency commision.
  • Print out the policy details, commision statement and payment details in PDF format.
  • Keep track all the scanned documents (soft-copy) for each policy
  • Filter policy renewal month by month.
  • Advance Search features for policy, payment and agency.
  • Backup and restore data
Screenshot:
Policy List
Policy Details
Generate agency commision report
Agency commision PDF format