Tutorial videos

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Get started and basic elements

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Working with customers

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Working with policies

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Working with invoices

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Working with payments

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Basic reporting

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Insurer reporting

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Introduction. Basic areas

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Customers. List and card details

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Policies. List and card details

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Invoices. Mass generation and mass sending

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Invoices. Single invoice creation and invoice card

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Payments. Adding payment manually

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Payments. Multiple payments for invoice

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Insurer reports. Report card and connecting installments (1)

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Insurer reports. List of reports and adding insurer invoice (2)

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Insurer reports. Commission consolidation and broker invoice (3)

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Customers. Add new customer

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Customers. Customer data managment

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Policies. Add new policy

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Policies. Issuing invoice for installment

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Policies. Installments and fees logic

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Policies. Termination of the policy

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