Document Management System (DMS) is developed to streamline the document activities while it is passing through various stages till final POD (Proof of Delivery/Courier) stage. 5 different types of transactions are handled in this – New, Renew, Endorsement, Rollover and Portable.

Steps included under this newly developed system are:

• Branch Entry – At branch level, Entry of form details and uploading of documents
• Inward – At PPC level, Inwarding of form by entering inward number and payment id
• Proposal – At PPC level, Proposal is created of form by entering proposal number
• Quality Check (QC) – At PPC level, QC of form is done to check the entered values
• Tagging – At PPC level, Tagging of form is done by entering policy number
• POD - At branch level, POD number and dispatch date are entered

• Employee Creation & Approval
• Customer Creation & Approval
• Attendance
• Invoice
• Salary
• Advance
• Expense
• Tender Management
• Vendor Management
• MIS Reports : There are various MIS reports which is useful for company , some of them are below :
• Branch wise profitability report
• Customer wise profitability report
• Customer group wise profitability report
• Deficiency report
• Unmapped employee report
• Missing various compliance reports
• Expiry of various compliance reports
• Customer salary report
• Customer billing report
• Advance report
• Employee mapping report
• Office wise expense reports
• Office wise billing reports