We at Adept develop an all-encompassing Insurance Suite Application, which would help you to transact in all kinds of insurance.

Document Management System

Document Management System (DMS) is developed to streamline the document activity 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
Document Management System
Document Management System

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