Vue analytique du portefeuille d'assurance avec couverture et primes

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




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