Prerequisite: Basic insurance knowledge.
Who Should Attend: System administrators, underwriting staff and account executives.Course Content: * Brief introduction of each module of InsPal * More in-depth introduction of the GI Module * First-time set-up * GI Module (1) DN Entry (2) GI Report(Client Statement, Producer Statement) (3) Client Receipt (4) GI Report(Insurer Statement) (5) Insurer Payment (6) Renewal * Proposal Module * Basic Accounting
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Who Should Attend: Accounting, account clerks, SME owners.
Course Content: * Concept of InsPal Accounting * Chart of Accounts and A/C Interface Table * Accounting-related Transactions (and Related Reports) * Advance Functions * Frequently Asked Questions
* Bank reconciliation
If you register for this session, please write down the number of participants
Who Should Attend: System administrators, underwriting staff and account executives.
Course Content: * Brief introduction of each module of InsPal * More in-depth introduction of the LF Module * First-time set-up of InsPal * LF Module (1) Producer Setup (2) Policy Plan Setup (3) Comm Rate Setup (4) Policy Entry (5) Insurer Brokerage Entry (6) Life Report
* CRM Module
* AML Function
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