module assurances en

The "Insurance" module gives you an overview of all your insurance portfolios

It allows you to have at hand

  • the next dates of payment and amounts due
  • the total amount of the annual premiums
  • a history of premiums
  • a history the claims

 

A good portfolio management will help to avoid duplication and reduce costs

 The following tabs are available in the "Insurance" module

  • Passport
  • Documents
  • Coverage
  • Paid premiums
  • Summary forecast
  • Detail forecast
  • Claims
  • Addresses
  • Notepad
  • Report

 

For detailed information, please download the user's guide:

 

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