OVERVIEW
A Smart Dock for Your Insurance Operations
MIS PORT is more than just software—it's your centralized port where insurance data lands, flows, and lifts off with precision. Whether you're managing leads, reconciling policies, or tracking payouts, MIS PORT ensures smooth sailing across all operations.
Key Highlights That Set MIS PORT Apart
The MIS PORT dashboard is designed to give you a comprehensive snapshot of your insurance business. It includes the following key sections:
Monthly breakdown of:
Your real-time business cockpit displaying overall metrics like total policies, premium collected, profit earned, and partner dues—broken down by month, quarter, and policy type.
Create and manage role-based access (e.g., Admin, Agent, SM, Telecaller) to control what each user can view and do within the software.
Manage login credentials and assign roles to users. Control who can access the system and what permissions they have.
Maintain a directory of companies or agents who provide you insurance business. Track deal details and performance by provider.
Upload motor insurance policies via Excel or PDF import for faster data entry and automation.
Upload health, life, or general insurance policies that are non-motor based. Supports various product types.
Complete list of all entered policies with filters for easy tracking and audit.
Policies saved as drafts, pending further editing or approval.
Policies that have been reviewed and marked as valid.
Policies that were marked as invalid or returned during review.
View and match imported MIS data with internal policy records to reconcile discrepancies.
Track policy modifications like endorsements (changes after issuance) and No Claim Bonus adjustments. Keeps history intact.
Manage business partners to whom you assign or pass on business. Define their roles, categories, targets, and payout rules.
Define and manage different expense categories like marketing, operations, brokerage, etc.
Record daily or transaction-based expenses. Each expense is linked to a head and partner.
Track interbank transfers made for partner payments, company transfers, or reconciliations.
Generate summarized and detailed reports of expenses by date, head, partner, etc.
Maintain base rates for various insurance products and companies.
Quickly find applicable rates by selecting insurer, product type, variant, or category.
Set performance-based targets for partners. If achieved, partners receive bonuses or special rates based on business lines (motor/non-motor/etc.).
Classify partners into categories (e.g., Gold, Silver, Franchisee) for differentiated base rate, payout, and access levels.
Add new leads received via website, telecallers, or walk-ins.
Leads that are new or yet to be contacted.
Leads currently being followed up by agents or telecallers.
Leads that were not converted to policies due to rejection or non-interest.
Successfully closed leads that resulted in a policy.
Track each lead's status history, actions taken, and performance by telecallers.
Policies that have already crossed their validity date and need immediate attention.
Policies approaching expiration. Useful for renewal alerts.
Renewed policies converted successfully from expiring or expired ones.
Report on business brought by individual providers—policy-wise, product-wise, or date-wise.
Consolidated reports for all providers.
Analyze individual partner business, payout, and performance.
Global partner reports across categories and lines of business.
Track branch-wise policy performance, income, and leads.
View sales manager-wise performance and their assigned teams' outcomes.
General reporting on all policies—filters by product, status, user, and time range.
Track edit history, changes made to policies, and endorsements added.
Bank-wise policy premium collection and partner payment transactions.
TDS and GST deductions & filings related to partner transactions.
Same as above, but for providers.
Track login times, IPs, user activity logs—important for audits and security.
Configure default rules, preferences, and startup behavior of the system.
Add and manage the list of your company’s or provider’s banks.
Define types of policies such as motor, health, life, travel, etc.
Master list of insurance companies you deal with.
Define products offered by insurers (e.g., Third Party, Comprehensive, Health Cover, etc.).
Vehicle manufacturer list (e.g., Maruti, Honda, etc.).
Car or bike model mapping under a manufacturer.
Variants within a model like LX, VX, ZXi, etc.
Manually or automatically map insurer's vehicle data to internal master data.
Track mappings done, pending mappings, and mismatches.
Master list of fuel types like petrol, diesel, CNG, electric.
Classify vehicles into categories: private car, bike, goods carrier, passenger vehicle, etc.
