Financial Reconciliation

The reconciliation dashboard helps the users to upload the commission grids of different insurance products for the selling agents.

This grid is shared by businesses and sent to insurers for review. Once this is done, at the end of the month, a complete MIS is generated.

The Insurance Regulatory and Development Authority of India is a regulatory body which oversees the insurance industry.

IRDAI's main objectives are licensing insurance industries and monitoring their growth. It sets the guidelines for product pricing, underwriting and claim settlement. Ensures transparency to focus on consumer protection.

Standard dashboarding and MIS for the admins for clear understanding of the team/ branch/ cluster/ zone productivity and efficiency.

Portal will provide details like policyholder details, transaction details, premium details, car/bike details, etc. Policy documents will be in pdf format – Proposal form, Policy document, Renewal/fresh, Sales source, incomplete transaction details.