The "Insurance" module gives you an overview of all your full insurance portfolio.
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:
- Insurance
- Documents
- Paid premiums
- Forecast [G]
- Claims
- Benchmark
- Benchmark [G]
- Addresses
- Notepad
