Select a component to see open tasks in that component.
| Component | Default Assignee |
|---|---|
| Agency Commission | Support Team - BV |
| Agency Commission | |
| Agency Module | Support Team - BV |
| a. Agency Creation and Information Management b. Agency Status Management c. Operational Reports | |
| b-Advisor | Support Team - BV |
| a. Online Quotations b. Commission Statement Monitoring c. Business Monitoring (MIS) d. Links to core applications (Bancassuarance, Debtors Report, etc…) | |
| Bank Code | Support Team - BV |
| Bank Code | |
| CBD | Support Team - BV |
| a. Admin Module (Update targets, update SLI codes, etc…) b. CBD Sales Staff Business Extraction c. Business Monitoring Reports (Sales staff, brokers) d. Renewal Monitoring e. Incentive Calculation – Monthly f. Age Analysis g. Operational Reports | |
| Claims | Support Team - BV |
| Claims | |
| Credit Control | Support Team - BV |
| a. Debit Notes b. Credit Notes including credit adjustments c. Ledger (Debtor, Debit Note) d. Age Analysis e. PPW f. Operational Reports | |
| Finance/Accounts | Support Team - BV |
| Finance/Accounts | |
| General | Support Team - BV |
| General | |
| General Commission | Support Team - BV |
| a. Commission Creation b. Additions and Deductions c. Net commission calculation and statement creation d. Payment Run e. Supper Annuation & Benefit Scheme f. Special Allowance (added to gross commission) g. Withheld Release (added to gross commission) h. Production Bonus (Quarter, Annual) i. ORC Commission j. Tax certificate k. Operational Reports | |
| Intranet / Web | Support Team - BV |
| Intranet / Web | |
| Marine & eMarine | Support Team - BV |
| a. New Business b. Online marine new business c. Open cover policies d. Operational Reports | |
| MIS | Support Team - BV |
| MIS | |
| Motor | Support Team - BV |
| Motor | |
| Motor Third-Party | Support Team - BV |
| a. New Business b. Renewal c. Operational Reports | |
| Non Motor | Support Team - BV |
| Non Motor | |
| Non Motor Renewal Notice | Support Team - BV |
| Non Motor Renewal Notice | |
| Online Payment | Support Team - BV |
| Online Payment | |
| Payments (Cashbook) | Support Team - BV |
| a. Voucher Creation b. Voucher Authorization c. Payment Authorization d. Cheque Printing/Cancellation/Reprinting (Individual, Bulk) e. Overhead expense payments f. Ledger codes management g. Bank Account management h. User privileges (Authentication) | |
| Postal Insurance | Support Team - BV |
| a. Admin Module (Update Postal Office details, Promoter updates, etc…) b. Postal Insurance Business Extraction c. Business Monitoring Reports (Post Office, Regional Accounts, Sales Staff) d. Cashbook - Collections e. Commission Calculation (Promoter Commission, Postal Department) f. Age Analysis g. Operational Reports | |
| Receipting Module | Support Team - BV |
| a. Deposit Receipts b. New Business, Renewal Receipts c. Endorsements (Deposit Adjustments) d. Refund & Credit Note Entry e. Debit Notes (Deposit, New Business, Renewal) f. Debit Settlements (Bulk receipts, excess receipts) g. Miscellaneous Receipts h. Diesel & Luxury Tax i. Tax Invoice j. Operational Reports | |
| SHE (Claims/UW) | Support Team - BV |
| SHE (Claims/UW) |