Sub-vertical · Insurance (life, property, casualty and agencies)
Insurance agency counter
premium collection.
Peripheral Planned
What is distinctive
premium collection.
The edge case to test
commission tracking. A system that cannot handle this will frustrate this kind of business.
Shared with the wider industry
Typical flows
- quote and bind through the carrier's system
- collect premiums at an agency
- issue receipts
- remit premiums to the carrier
Tenders
- cash
- cards
- bank transfers
- instalments
Roles
- agent
- broker
- claims adjuster
- underwriter
Known gaps for insurance (life, property, casualty and agencies)
- policy administration, claims and underwriting are out of scope
- premium collection with receipts and commission tracking may be approximated with generic sales, customers and ledger
Catalog pointers
- Double-entry journal BK-0008
- Multi-currency ledger BK-0027
- Cost centers / classes / locations BK-0030
- Cross-outlet reports MULTI-0012
- Fixed assets register BK-0083
- Pharmacy lot & prescription flags INV-0119
- Batch / lot tracking INV-0034
- Product expiry tracking INV-0033
Back to Insurance (life, property, casualty and agencies). Planned catalog only; nothing is built.