1. Scheme Management |
• FD,RD,DD,MIP,BOND Creation |
• Normal Roi, Special Roi Provision |
• Penalty Provision |
• Grace Period Setting |
• ROI compounding facility (Like Monthly, Quarterly, Half yearly, Yearly) |
• RD Multiple Mode facility (Like Monthly, Quarterly, Half yearly, Yearly) |
• Discount Facility on Quarterly, Half yearly, Yearly submission of installment |
• Minimum Amount Condition. |
• Amount Multiple off. |
• Scheme List Report Plan Wise |
• Loan against Deposit. |
• Edit Option for Scheme |
• Amount wise Special Roi Provision |
• Activation & Deactivation of Schemes |
• Scheme Wise Prematurity management. |
• Scheme Wise Irregular management. |
• Credit business Provision (Mostly Used in Agent Promotion) |
2. Member Management |
• Members Registration |
• Members Edit Registration |
• Members Approval |
• Members Report |
• Members Photo, Signature, Id Proof, Address Proof Upload |
• Member Complete Summary Report |
3. Agent Management |
• Agent Registration |
• Edit Agent Registration |
• Agent Report |
• Agent Approval |
• Agent List By Post |
• Agent Down line |
• Agent Up line |
• Commission Information scheme wise |
• Member to Agent Creation |
• Agent Promotion History |
• Agent Promotion Date wise |
• Agent Promotion (Manual, Auto) |
• Update Designation |
• Direct Policy |
• Direct Installment |
• Down Line Policy |
• Down line Installment |
• Deleted Policy Record |
• Due Promotion Report |
• Insert Commission |
4. Transactions |
• Fixed Deposit |
• New RDP Policy (With Mode Selection Facility Monthly/ Quarterly/Half yearly/ Yearly) |
• MIP Policy |
• Bond Policy |
• Daily Policy |
• Approve Policy |
• Installment Receipt |
• Approve Installment Receipt |
• Pre Maturity Management |
• IR-Regularity Management |
5. Payments |
• Policy Maturity Payment Branch Wise |
• Agent Commission Payout |
• Issue Cheque (Cash,Cheque,Transfer to Saving A/c) |