INLIAS

I
( ntegrated Non-Life Insurance Application Software)
Connect INLIAS Through SERVER

Step 1:Open Internet Explorer

2: Give Address As

INLIAS URL:

http://10.0.0.50:7778/forms/frmservlet?Config=inliaslive

User Id:
Password:

Ok
 INDEX:

1.Endorsement----------------------
A.) Endorsement of FOC Policy ----------------------3
ii) Enhancement of Sum Insured -----------------------4
iii.) Transfer of Interest -----------------------5
v.) Endorsement Receipts ----------------------6
vi.) Endorsement Schedule ----------------------9
B.) Endorsement of INLIAS Policy
i.) Transfer of Interest -----------------------10
ii.) Enhancement of Sum Insured ----------------------11
iii.) Endorsement Receipts ---------------------12
iv.) Cheque Dishonor Process ---------------------13
v.) Cancellation Of Policy ----------------------14
vi.) Endorsement Schedule ---------------------15

2.RENEWALS---------------------------- 16

3.CD A/C ----------------------------17-18

4.DEVELOPMENT OFFICER MASTER -----------19

5.AGENTS MASTER - -------19
6.DELETION OF AGENTS --------20
7.SURVEYOR MASTER -----------------20
8.ADVOCATE MASTER -----------------------21
9.COVER NOTE (RO-LEVEL) ------------------21
i.) Cover note Rect At RO -------------------21
ii.) Cover Note Issue To BO/DO ---------------------21

2
10. COVER NOTE (BO/DO-LEVEL)
i.) Cover Note Receive From RO ------------22
ii.)Manual Cover Note –Issue -----------22
iii.)Cover Note Transfer/Return ---------------23
iv.) Cover Note Control ----------------23

11.) 64 VB COMPLIANCE PROCESS

i.)64 VB Compliance -------------------24

12.)CLAIMS:
i.) Registration: --------------------25
ii.) Processing ---------------------26
iii.) Settlement ---------------------27
iv.) Claim Related Payments ---------------------28
V.) 64 VB Compliance Reports ----------------------29
13.) UNDERWRITING:
i.) Motor -------------------30-32
ii.) Fire: -------------------33-34
iii.) KCCP-PA Risk uploads -------------------35-37
14.) RECIEPTS OF PROPOSAL:
i.) Receipts ---------------------38
ii.)Policy Schedule ---------------------38
15.) TDS ATTACHEMENT:
i.) TDS Attachment --------------------39
16.) CHEQUE BOOK ENTRY:
i.) Cheque Book Entry --------------------40

17.) AGENCY / BROKER COMMISSION:

i.) Agency Broker Commission -----------------41-43

3
18.) REGULAR JV:
i.) Regular J.V. -------------------44

19.) CHEQUE PAYMENT VOUCHER:

i.) Cheque Payment Voucher -------------------45

20.) DCB DAY END PROCESS:

i.) DCB DAY END PROCESS ------------------50

21.) PAY IN SLIP GENERATION:

i.) Pay In Slip Generation ------------------50

22.) REPORTS ------------------55-56

4
 ENDORSEMENT:

ENDORSEMENT FOR POLICIES ISSUED FROM FOC SYSTEM

STEP 1: MIGRATION
POLICY/CLAIM FOC SYSTEM
 MOTOR POLICY BUTTON
Or
POLICY OTHER PRODUCTS.

STEP 2: PRESS F7.

NOTE: GIVE PARTICULARS TO RETRIVE THE FOC POLICY

INFORMATION.

a.) DIVISION CODE / OFFICE CODE

b.) DEPT.CODE
c.) POLICY NO
d.) U/W YEAR.

PRESS F8

. Result: YOU WILL GET FOC (MIGRATED) POLICY INFORMATION.

STEP 3: CLICK On “ENDORSEMENT BUTTON”.

Are You BG/CD Customer? Yes/No ……NO.

5
 EXAMPLE: 1 ENHANCEMENT OF SUM INSURED

a.) END.TYPE (F9, F8)

b.) END.CODE (F9, F8)
c.) END. FROM DATE.
d.) END. TO DATE.

A.) CLICK On “ COVER BREAK UP” BUTTON AND FILL

1.) INCREASED SUM INSURED

2.) INCREASED PREMIUM
(Give Manually calculated on Increased Sum Insured without S.T)

Press Ok

FOR SERVICE TAX (S.T)

B.) CLICK On “ OTHER CHARGES” BUTTON AND FILL.

1.) CHARGE TYPE (F9, F8)
2.) CHARGE CODE (F9, F8)
3.) CHARGES AMOUNT (S.T AMOUNT)

Press Ok

NOTE: IF THE AMOUNT IS TO BE REFUNDED GIVE MINUS SIGN

BEFORE THE FIGURE. (SUM INSURED, PREMIUM, As Well As
SERVICE TAX)

C.) PRESS OK

D.) PRESS APPROVE

*****************************************************************

6
EXAMPLE 2:TRANSFER OF INTEREST
STEP 1:
MASTERS (1)
MARKETING SETUP
 CUSTOMER SETUP
INSURED
STEP 2:
a.) CUSTOMER CODE (F9, F8)
(Select GENERAL CUSTOMER)
Press Enter/Tab
b.) INSURED NAME (New Insured Name)
c.) ADDRESS (New Insured Address)
d.) SAVE
e.) Note Down Insured Code & Exit.

STEP 3:
MIGRATION
 MIGRATED POLICY CORRECTION
a.) Division Code/Office Code
b.) Class Code (Dept. Code)
c.) FOC Policy No.
d.) U/W Year POPULATE

e.) Assured Code (Remove Old Assured Code & Give New Insured Code)
Press Enter/Tab
b.) Press OK (Process Completed) & Exit

7
 STEP 4: MIGRATION
POLICY/CLAIM FOC SYSTEM
- MOTOR POLICY
Or
 POLICY OTHER PRODUCTS
PRESS F7
a.) DIVISION CODE / OFFICE CODE
b.) DEPT.CODE
c.) POLICY NO
d.) U/W YEAR.

PRESS F8

STEP 3: CLICK ENDORSEMENT BUTTON.

Are You BG/CD Customer? Yes/No ……NO.

a.) SELECT END.TYPE (F9, F8)

b.) SELECT END.CODE (F9, F8)
c.) ENDORSEMENT FROM DATE
d.) ENDORSEMENT TO DATE.

A.) CLICK THE COVER BREAK UP BUTTON AND FILL

1.) GIVE NCB PREMIUM (If you want to Recover NCB then only Give
Manually calculated Premium for NCB)

FOR CHARGES (TRANSFER FEE, SERVICE TAX (S.T…. etc)

B.) CLICK THE OTHER CHARGES BUTTON AND FILL.

1.) CHARGE TYPE (F9, F8) Charges (002)
2.) CHARGE CODE (F9, F8) Transfer Fee ( 006)
3.) CHARGE AMOUNT

Charge Type Charge Code Amount

8
002 Charges 006 Transfer Fee 50
002 Charges 010 S.T on Transfer 7
fee
Press Ok

C.) REMARKS: Type the Name and Address Of Insured.

D.) PRESS OK
E.) PRESS APPROVE

RECIEPTS FOR PASSED ENDORSEMENT:

STEP 1:
GO TO
GL TRANSACTION
 RECIEPTS
 PREMIUM COLLECTION BANK
A/C -9100
STEP 2:
A.) GIVE THE REFERENCE NO. (Complete Migrated Policy No.)
Press Enter/Tab
B.) CLICK POPULATE

C.) INSTRUMENT
1.) TYPE (F9, F8) (For Cheque Or Cash)
2.)INSTRUMENT AMOUNT (Cheque/Cash Amount)
3.) INSTRUMENT NO. (Cheque no.)
4.) INSTRUMENT DATE (Cheque Date)
5.) BANK NAME (F9, F8)
6.) BRANCH NAME (Manually fill)

D.) CLICK APPROVE

RESULT: IT WILL GIVE THE ENDORSEMENT NO.

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ENDORSEMENT SCHEDULE FOR FOC (MIGRATED POLICY)

STEP 1: MIGRATION
POLICY/CLAIM FOC SYSTEM
- MOTOR POLICY BUTTON
-POLICY OTHER PRODUCTS.

STEP 2: PRESS F7.

a.) DIVISION CODE / OFFICE CODE

b.) DEPT.CODE
c.) POLICY NO
d.) U/W YEAR.
PRESS F8

STEP 3:
a.) Click On “Endorsement History”
b.) Click On “Endorsement Schedule”

Result: WILL GET THE ENDORSEMENT SCHEDULE

*****************************************************************

10
INLIAS POLICY ENDORSEMENT
EXAMPLE 1: TRANSFER OF INTEREST
STEP 1:GO TO
UNDERWRITING 
ENDORSMENT
DEPARTMENT WISE (Like as Motor, fire. ..Etc)
STEP 2:
a.) Press F7
b.) Enter Policy No.
c.) Press F8

STEP 3: CLICK ENDORSMENT

a.)Endorsement Code (F9, F8). (Select Transfer of Name with/Without
Recovery Of NCB)
b.)Endorsement From Date
c.)Remarks: Fill The Details

Press Ok

STEP: 4
a.) Remove old Insured Code
b.) Click On Insured Details & Fill
1) Insured Name (New Insured Name)
2) Address
3) Save & Exit

NOTE: For NCB Recovery.

a.) Click on “SECTION”
 “RISK INFORMATION”
”DISC. /LOADING”
b.) Delete the Row of NO Claim Bonus
c.) Save & Exit

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STEP: 5 PREMIUM CALCULATIONS (If NCB Recovery is there)

STEP: 6. Press Approve

EXAMPLE 2: ENHANCEMENT OF SUM INSURED

STEP 1:GO TO
UNDERWRITING 
ENDORSMENT
DEPARTMENT WISE (Like as Motor,
fire...Etc)
STEP 2:
a.) Press F7
b.) Policy No. (Complete)
c.) Press F8

STEP 3: CLICK ENDORSMENT

c.)Endorsement Code (F9, F8). (Select Change is Risk / Change is Sum
Insured)

d.)Endorsement From Date

c.) Prem. Calc. Type (F9, F8) (Select from Pro-Rata, Normal/Annual,
Fixed Rate, Short)

Press Ok

12
FOR INCREASED SUM INSURED

STEP: 4 SECTIONS
RISK INFORMATION
IDV DETAILS / SMI…Etc.
(Where u used to give the sum insured Amount at the time U/W)
a.) Give Increased Sum Insured.
b.) Save & Exit

STEP: 5 PREMIUM CALCULATIONS

STEP: 4 Press APPROVE

RECIEPTS FOR PASSED ENDORSEMENT:

STEP 1:
GO TO
GL TRANSACTION
 RECIEPTS
 PREMIUM COLLECTION BANK A/C -9100
STEP 2:
A.) GIVE THE REFERENCE NO. (Complete Policy No.)
Press Enter/Tab
B.) CLICK On “ POPULATE “

C.) INSTRUMENT
1.) TYPE (F9, F8) (For Cheque Or Cash)
2.) INSTRUMENT AMOUNT (Cheque/Cash Amount)
3.) INSTRUMENT NO. (Cheque no.)
4.) INSTRUMENT DATE (Cheque Date)
5.) BANK NAME (F9, F8)
6.) BRANCH NAME (Manually fill)

D.) CLICK APPROVE

Press Ok

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 RESULT: IT WILL GIVE THE ENDORSEMENT NO.

Press Ok
E.) Click On PRINT RECIEPTS

CHEQUE DISHONOUR PROCESS:

STEP 1: OTHER TRANSACTION

CHEQUE STATUS UPDATION
CHEQUE DISHONOUR STATUS
UPDATION

a.) From Chq Date

b.) To Chq Date
c.)Bank Code (F9, F8)
PULL
d.) Press F7
e.) Cheque No.
f.) Press F8

g.) Change the Status From

P (Pending) To D (Dishonor)
h.) Give Cheque Dishonour/Realisation Date
i.)Reason (F9, F8) (Click in Field Next to Dis./Realization Date)
(Select Reason)
j.) SAVE
k.) Note Down Policy No, Document No. Document Date.

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STEP 2: OTHER TRANSACTION
CHEQUE STATUS UPDATION
PREMIUM REALISATION

a.) Press TAB/ENTER…Till From Policy No.

b.) Give From Policy No. & To Policy No. (Same)
POPULATE
c.) Save & Exit

CHEQUE DISHONOURED ADVICE LETTER

STEP 1:ACCOUNT S REPORTS

DAILY
CHEQUE DISHONOURED ADVICE
a.) Document Date (From =To) (Collection Date
b.) Office Code (From=To)
c.) Document No. (From=To) (Collection No.)

Select For To Client, To RTO, To Inter Department

d.) Click On Run Button, and Run

Result: Will Get the Cheque Dishonor Advice Letter

EXAMPLE 3:CANCELLATION OF POLICY

STEP 1:GO TO
UNDERWRITING 
ENDORSMENT
DEPARTMENT WISE (Like as Motor, fire...Etc)
STEP 2:
a.) Press F7
b.) Policy No. (Complete)
c.) Press F8

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STEP 3: CLICK ENDORSMENT
d.) Endorsement Code (F9, F8).
(Select Cancellation Of Policy due to Cheque Dishonor)
e.)Description: (Type Manually)
f.)Instrument No. (F9, F8) (Select Cheque no.)
(If Cancellation of Policy due to cheque dishonor then only)

g.)Endorsement From Date

h.) Prem. Calc. Type (F9, F8)
(Select from Pro-Rata, Normal/Annual, Fixed Rate, Short)

I.) Total Refund (Select Refund Including Min. Prem.)

Step (g, h, I) Only in the case of simple “cancellation of Policy”)

Press Ok
e.) Click On “Approve”

STEP 4: “Make the Voucher for Refund of Premium”

(Only in the case of simple “cancellation of Policy”)

ENDORSEMENT SCHEDULE:
STEP 1: UNDERWRITING 
POLICY DOCUMENTS
POLICY /ENDORSEMENT--PREVIEW

a.) Complete Policy No.

b.) Endorsement No.

Tab/Enter…Tab/Enter………Tab/Enter

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 c.) Select Schedule

d.) Click On Print Button

 Run Button

******************************************************************************

RENEWAL:
STEP 1:UNDERWRITING 
RENEWAL
RENEWAL PROCESSING
a.) Enter Policy Expiry Period From Date
b.) Enter Policy Expiry Period To Date:
Press Tab…Tab.
c.) Enter others details also
d.) Click On “View Policy”
e.) Note Down “Batch Id”
f.) Click On ““View Policy Button”
(It shows all the Policies, which are waiting for Renewal)
g.) Click On “Process”

Renewal Notice:
STEP 1:PREMIA REPORTS 
COM MON
COM MON RENEWAL NOTICE
a.) Enter Batch Id No.
Click On “Run Button”

17
CD ACCOUNT CREATION:

STEP 1: MASTERS (1)

MARKETING SETUP
CUSTOMER SETUP
CUSTOMER MASTER
a.) Category Code (F9, F8)
b.) Customer Name (Type Manually)
c.) Address
d.) Save
e.) Note down Customer Code & Exit

STEP 2: MASTERS (2)

ACCOUNTS MASTERS
SUB-ACCOUNT MASTERS
Press F7
a.)Give Customer Code (Complete)
b.) Press F8
c.) Attaché 5076 below 5083 in Control Account
e.) Save & EXIT

HOW TO DEPOSIT AMOUNTS INTO CD A/C?

STEP: 3 GL TRANSACTIONS
RECIEPTS
NON-PREMIUM COLLECTION

a.) TXN CODE (F9, F8) (Select Code as 51-64 for BG/CD)
Press TAB…. TAB…Till Narration…
b.) NARRATION (Type Manually like Cash/Cheque Deposit)

c.) TXN AMOUNT

1. PAYEE NAME (Customer Name)

18
 Press Tab…Tab…
d.)NATURE OF COLLECTION (F9, F8) (Select As CD)
e.)MODE OF COLLECTION (F9, F8) (Select Cheque/Cash)

If Cheque Then
1. Cheque type (F9, F8)
2. Cheque Drawn Location (Manually fill)
3. Cheque Clg Type (F9, F8)
4. Bank Name (F9, F8)
5. Branch Name (Manually fill)

Press Tab…tab

g.) Main A/C: 5076

h.) Sub-A/C: Customer Code
Press Tab…Tab…Tab….
I.) Amount (amount =Txn Amount)
j.) Cheque No. (If Mode Of Collection is Cheque)
k.) Cheque Date (If Mode Of Collection is Cheque)

L.) Press SAVE

m.) Press POST

*****************************************************************

19
HOW TO CREATE DEVELOPMENT OFFICER MASTER?

STEP 1:MASTERS (1)

MARKETING SETUP
CUSTOMER SETUP
DEVELOPMENT OFFICER MASTER
a.) Category Code (F9, F8)
b.) Development officer Name & Details (Manually Fill)
c.) Address (Manually Fill)
d.) SAVE
e.) Note Down Development officer Code.
f.) Click on Appl.Division (Attach the Office code)
g.) Save & Exit

HOW TO CREATE AGENTS MASTER?

STEP 1:MASTERS (1)

MARKETING SETUP
CUSTOMER SETUP
AGENTS MASTER
a.) Category Code (F9, F8)
b.) Agents Name & Details (Manually Fill)
c.) Address (Manually Fill)
d.) SAVE
e.) Attaché To: Development officer Code
f.) Note Down Agent Code.
f.) Click on Appl.Division (Attach the Office code)
h.) Save & Exit

20
HOW TO DELETE AGENTS MASTER?

STEP 1:MASTERS (1)

MARKETING SETUP
CUSTOMER SETUP
AGENTS MASTER

a.) Press F7,

b.)Agent Code
c.)Press F8
d.)Remove the Development officer Code
e.)Click On “Addl Info.” & Delete Office Code (Flex 10 Field)
f.) Save
g.) Click On “Appl Div.”
h.)Deselect Include Checkbox
i.)Delete the First Row
j.)Save & Exit

SURVEYOR MASTER

STEP 1:MASTERS (1)

MARKETING SETUP
CUSTOMER SETUP
SURVEYOR MASTER
h.) Category Code (F9, F8)
i.) Surveyor Name (Manually Fill)
j.) Address (Manually Fill)
k.) SAVE
l.) Click On Surveyor (Give license details, The Class of Business,
Category (F9, F8), Effective Date)

m.) Clickon Appl.Division (Attach the Office code)

n.) Save & Exit

21
 ADVOCATE MASTER

STEP 1:MASTERS (1)

MARKETING SETUP
CUSTOMER SETUP
 ADVOCATE MASTER
o.) Category Code (F9, F8)
p.) Advocate Name (Manually Fill)
q.) Address (Manually Fill)
r.) SAVE
s.) Click On Advocate
t.) Click on Appl.Division (Attach the Office code)
u.) Save & Exit

COVER NOTE NO. (At RO- LEVEL)

Cover note rect at RO
STEP 1:MASTERS (1)
MARKETING SETUP
DEVELOPMENT OFFICER SETUP
COVERNOTE –RECT AT RO
a.) Department No.
b.) Reference No.
c.) Starting Cover notes No.
d.) No. Of Books
e.) No. Of Pages For Books

PROCESS
f.) Save & Exit

22
Cover Note Issue To BO/DO

STEP 2:MASTERS (1)

MARKETING SETUP
DEVELOPMENT OFFICER SETUP
COVERNOTE –ISSUE TO BO/DO
a.) Press F7
b.)Department Code
c.) Press F8
d.) Issue to Office Code (Manually fill)
e.) Issue Date
f.) Save

*************************************************************

COVER NOTE NO. (At BO/DO- LEVEL)

How to Receive From RO?

STEP 1:MASTERS (1)

MARKETING SETUP
DEVELOPMENT OFFICER SETUP
COVERNOTE –RECT by BO/DO

a.) Press F7
b.) Department Code
c.) Press F8
d.) Rect Date At BO/DO
e.) SAVE & Exit

23
 How to Issue to Development officer/Broker…etc?

STEP 2:MASTERS (1)

MARKETING SETUP
DEVELOPMENT OFFICER SETUP
MAUAL COVER NOTE-ISSUE

a.) Source (F9, F8) (Give the Dev. Officer/Broker Code)

b.) Department Code
c.) Book Id (F9, F8)
d.) Date Of Transaction
e.) APPROVE

How to Transfer/Cancel the Cover note No.?

STEP 1:MASTERS (1)
MARKETING SETUP
DEVELOPMENT OFFICER SETUP
MAUAL COVER NOTE-Transfer/Return/Others

a.) Source (F9, F8) (Select Cover note issued Dev. Officer/Broker Code)
b.) Transaction Type (F9, F8)
(Select Accordingly like as Return/Cancel…etc)
c.) Department Code
d.) Book Id (F9, F8)
e.) Start Number f.) End Number
(To Which You want to transfer or Cancel)
f.) Remarks (Type Manually)
g.) Date Of Transaction
h.) APPROVE.

Cover Note Control:

Accounts ReportsAccountsOperating reportsCover Note Master

24
64VB COMPLIANCE
STEP 1: OTHER TRANSACTION
CHEQUE STATUS UPDATION
CHEQUE DISHONOUR STATUS UPDATION
a.) From Chq Date
b.) To Chq Date
c.)Bank Code (F9, F8)
PULL
d.) Press F7
e.) Cheque No.
f.) Press F8

g.) Change the Status From

P (Pending) To C (Clear)
h.) Give Cheque Dishonour/Realisation Date
i.)Note Down Policy No.
j.) SAVE
STEP 2: OTHER TRANSACTION
CHEQUE STATUS UPDATION
PREMIUM REALISATION
a.) Press TAB/ENTER…Till From Policy No.
b.) Give From Policy No. & To Policy No. (Same)
POPULATE
e.) Save & Exit
64VB COMPLIANCE REPORTS
STEP 1:PREMIA REPORTS
COMMON
64VB COMPLIANCE REPORTS

25
CLAIMS
STEP 1: CLAIMS
REGISTRATION
Department Wise (Like as Motor, Fire…. etc)

a.) Policy Number (Complete)

b.) Loss Date
c.) Intimation Date
d.) Nature of Loss (F9, F8)
e.) Cause of Loss (F9, F8)
f.) Loss Desc. (Type Manually)
Press Tab/Enter…till Cover Code.
g.)Cover Code (F9, F8)
h.)SAVE
i.) APPROVE

Result: Will Get Claim No…

STEP 2:CLAIMS
PROCESSING
 Department Wise (Like as Motor, Fire…. etc)

a.)Claim Number (Complete Or %Claim no.)

Press Tab/Enter…
b.) Risk Details
Provision Details
1.) Click On 2nd Row
2.) Provision Code (F9, F8) (Select Provision Code)

26
 Provision Code
EST_42-----------only for TDS Deduction from provision amount
EST_12-----------Loss Amount
3.)Provision Amount (Manually)
4.) Click to Approve Checkbox.

Surveyor/Investigator/Advocate…etc Appointment

c.) Survey Details (Click)

1.) Cust. Type (F9, F8) (Select For Appropriate Customer)
2.) Surveyor Category (F9, F8)
3.) Surveyor Code (F9, F8)
4.) Survey Type (Select from Combo Box)
5.)Fill all Appoint. Date, Rep. Exp. Date,……….etc..

SAVE
*********************************************************
d.) Checklist (Click)
Tick Both Side to which you want to take report.
Mandatory

Verified

SAVE
f.) Claim Note
Recommendation (Type Manually For Recommendation)

SAVE & Exit

e.) Driver Details (Only For MOTOR (OD/MACT) Claims)

Fill All
1.) Name 2.) Address & Details 3.) License Details

SAVE & EXIT

27
STEP 2:CLAIMS
SETTLEMENT
 Department Wise (Like as Motor, Fire…. etc)

a.) Claim Number (Complete Or %Claim no.)

Press Tab/Enter…
b.) Settle Type (F9, F8) (Select From List)
c.)Settle Basis (F9, F8) (Select From List)
d.) Date Of Document (Settlement Date)

e.) Assessment Sheets

1.) Assessment Code (F9, F8) (Select From List)

2.) Amount
SAVE
f.) Claim Note
Recommendation (Type Manually For Approval level)

SAVE & Exit

f.) Settlement Details

1.)Voucher Payee Name (Manually)
2.) Click To Checkbox both Sides For Final Payment

Select Final

SAVE & APPROVE

28
STEP TO BE FOLLOWED WHILE APPROVING THE CLAIM
IN DCC, RCC LOGIN
(3members from the committee must approve the claim. The claim
will be approved only after the approval of 3rd member)
DCC:(Divisional Claim Committee)
Steps to be followed in DCC1:
STEP 1 :In the claim settlement screen,give the claim number and press
TAB. Select Settle Type, Settle Basis from LOV and give the Date of
Document and SAVE.
STEP 2: Give the relevant Details in Check list, Assessment sheet,
Claim note first and SAVE the changes.(Provide the correct Assessment
amount)
STEP 3: Click Settlement Details and SAVE. And click SELECT,
FINAL Check box and press Approve button. Kindly approve the claim
only one time.
-- After approval of 1st member of the committee, a message will appear
as per the below screenshot.
STEP 4: Kindly SAVE the changes and then close the screen. Then
proceed to next level of approval DCC2.
-- If 1st member of the committee try to approve the same once again,a
message will appear as per the below screenshot.

Kindly close the screen and proceed to next level of approval.

29
Steps to be followed in DCC2:
STEP 1 :In the claim settlement screen,give the claim number and
Query the same.
STEP 2 :Give the relevant Details in Claim note first and SAVE the
changes.
STEP 3 :Click Settlement Details and SAVE. And click
SELECT,FINAL Check box and press Approve button .Kindly approve
the claim only one time.(a message will display as like screenshot 1.)
STEP 4 :Kindly SAVE the changes and then close the screen. Then
proceed to next level of approval DCC3.
Steps to be followed in DCC3:
STEP 1 :In the claim settlement screen,give the claim number and
Query the same.
STEP 2 :Give the relevant Details in Claim note first and SAVE the
changes.
STEP 3 :Click Settlement Details and SAVE. And click
SELECT,FINAL Check box and press Approve button .Now the claim
will be approved. (Settlement status will change from “Pending
Approval” to “Approved”,as like the attached screenshot.)
-- Finally the claim approved after the approval of 3rd member of the
committee.

The same steps should be followed for RCC login also.

30
RCC: (Regional Claim Committee)
Steps to be followed in RCC1:
STEP 1 :In the claim settlement screen,give the claim number and press
TAB. Select Settle Type,Settle Basis from LOV and give the Date of
Document and SAVE.
STEP 2 :Give the relevant Details in Check list,Assessment
sheet,Claim note first and SAVE the changes.(Provide the correct
Assessment amount)
STEP 3 :Click Settlement Details and SAVE. And click
SELECT,FINAL Check box and press Approve button. Kindly approve
the claim only one time.
STEP 4 :Kindly SAVE the changes and then close the screen. Then
proceed to next level of approval RCC2.
Steps to be followed in RCC2 :
STEP 1 :In the claim settlement screen,give the claim number and
Query the same.
STEP 2 :Give the relevant Details in Claim note first and SAVE the
changes.
STEP 3 :Click Settlement Details and SAVE. And click
SELECT,FINAL Check box and press Approve button .Kindly approve
the claim only one time.
STEP 4 :Kindly SAVE the changes and then close the screen. Then
proceed to next level of approval RCC3.

31
Steps to be followed in RCC3:
STEP 1 :In the claim settlement screen,give the claim number and
Query the same.
STEP 2 :Give the relevant Details in Claim note first and SAVE the
changes.
STEP 3 :Click Settlement Details and SAVE. And click
SELECT,FINAL Check box and press Approve button .Now the claim
will be approved.

32
CLAIM RELATED PAYMENTS

STEP 1: GL TRANSACTION 
CHEQUE PAYMENTS
CLAIM RELATED
PAYMENTS

a.) Press Tab/Enter (Twice)

b.) Department Code (Change Dept. Code for concern Claim Dept.)

c.) Payee Name {(F9, F8), F7, (Complete Claim No). (F8) ,ok}
d.) Claim No. (Complete Claim No.)
e.) Click on “PULL “
c.) Click on “Payments Details”
d.) Select Checkbox (next to paid amount)
e.) Click On “Confirm Changes”

For Cheque No. Allotment into Voucher

i) Click on “Flexi Field”

1.) Bank Code (F9, F8)
2.)Bank A/C No. (F9, F8)
3.) Cheque Book Id (F9, F8)
j) Click on Account Details
1.) Cheque No. (F9, F8) (Select From Row 9200 in
cheque no. Field)
2.) Cheque Date

SAVE.
k.) Press POST
l.) Press “PRINT”

33
 UNDERWRITING

MOTOR:
STEP 1:UNDERWRITING
PROPOSAL
MOTOR
PRIVATE / TWO-WHEELER / GCCV/ PCCV

a.) Policy Type (F9, F8) (select From List)

Press Tab/Enter...till Source Type
b.) Source Type (F9, F8)
c.) Development Officer Code (F9, F8)
d.) Source Code (F9, F8)

NOTE:
Source Type(F9,F8) Development officer Source Code(F9,F8)
code(F9,F8)
1.(Direct) DIRECT CODE No need
2.(Agent) Development officer Code Agent Code
3.(Broker) No Need Broker Code

e.) Cover Note No.(F9,F8) f.) Cover Note Date

g.) Policy Period

STEP 2: Click On “RURAL/SOCIAL”

a.) Rural/Social (F9, F8) (Select from List Of Value)
b.) IRDA Type (F9, F8) (Select From List if Rural/Social is Urban)

34
 STEP 3: Click On “Insured Details”

a.) Insured Name (Fill Manually)

b.)Address (Fill Manually Address of Insured)
c.)Save & Exit

STEP 4:Click On “Section”

-->Risk Information

a.) Vehicle Code (F9, F8) {(Select From List Of Value)

Or (Press F7 (for Clear), Give the
Manufacturer Name & Press F8 and Select From List)}

Press Enter/Tab.....
b.) Colour (Fill Manually)
c.) Engine No.
d.) Chassis No.
e.) Date Of First Registration
f.) Veh Type (F9, F8)
g.) Reg. No
h.) Zone (F9, F8)
i.) LL EMP Cover (Fill No. Of Employees if u want take like Driver
Charge, conductor ……etc)
SAVE

STEP 5:Click on “IDV Details”

a.) Sum Insured Amount (Fill Manually)
Save
STEP 5:Click on “Coverage”
a.) Coverage (F9, F8) (Select Proper Coverage from list)
STEP 6:Click on “Disc. /Loading”
a.) Disc. /loading (F9, F8) (Select from list)
b.) Rate (Give Discount/loading Rate)

35
 Save

STEP 7:Click on “TP Loading Info”

a.) Claim Lodge (F9, F8)
b.) Road Type (F9, F8) c.) Driven By (F9, F8)
d.) Driver Age (F9, F8) e.) Driver Exp. (F9, F8)
f.) Driver Qlfn: (F9, F8) g.) Incurred Claim (F9, F8)

SAVE

For NCB & Hypothecation

STEP 8: Click On “Other Dtls/NCB”

Prev. Ins.Details (For NCB)
a.) Risk Id (F9, F8)
b.) Policy No. (Fill Manually Prev. Policy No.)
c.)Insurer (Fill Manually)
d.) Policy Period (Prev. Policy Period)
e.) Sum Insured
f.)NCB. (Fill Manually)

SAVE
STEP 9: Click On “Other Dtls/NCB”
Financier
a.)Type (F9, F8)
b.) Bank/Financier Name
c.)Address
Save & Exit
STEP 10:”PREMIUM CALCULATION” (For Calculating Premium)

STEP 11:”Ready For Prem. Calculation”

36
FIRE:
STEP 1:UNDERWRITING
PROPOSAL
FIRE
STANDARD FIRE & SPECIAL PERILS
a.)Press Tab/Enter……….Till Source type.
b.) b.) Source Type (F9, F8) c.) Development Officer Code (F9, F8)
d.) Source Code (F9, F8)

NOTE:
Source Type(F9,F8) Development officer Source Code(F9,F8)
code(F9,F8)
1.(Direct) DIRECT CODE No need
2.(Agent) Development officer Code Agent Code
3.(Broker) No Need Broker Code

e.) Cover Note No. (F9, F8) f..) Cover Note Date
g.) Policy Period

STEP 2:Click On “Address”

a.) Complete Address with PIN CODE

STEP 3: Click On “RURAL/SOCIAL”

a.) Rural/Social (F9, F8) (Select from List Of Value)
b.) IRDA Type (F9, F8)
(Select From List if Rural/Social is Urban)

STEP 4: Click On “Insured Details”

a.) Insured Name (Fill Manually)

b.) Address c.) Save & Exit

37
STEP 5:Click On “Section”
Risk Information
Location Details:
a.) Desc. (Type Manually Like Building, Shop…. etc)
b.) Address (Complete location Address)

Save
c.) Click On “Occupancy Details “
1.)Occupancy Desc. (Manually)
2.)Section (F9, F8) (Select from List)
3.) Occupancy (F9, F8) (Select from List)
Save
d.) Click On “Block Details “
1.)Block (Manually)
2.) Height (Manually)
Save
e.) Click On “SMI “
1.) Sum Insured (Manually)
2.) Code (F9, F8)(If u want to select more Code then only)

Save

STEP 6:Click On “Coverage”

a.) Code (F9, F8) (Select Coverage from List)
Save

STEP 7:Click On “Disc./Loading”

a.) Code (F9, F8) (Select Coverage from List)
b.) Rate (Manually)
Save

STEP 8:”PREMIUM CALCULATION” (For Calculating Premium)

STEP 9:”Ready For Prem. Calculation

38
 RISK UPLOAD PROPOSAL
KCCP RISK UP-LOAD

How to do “RISK UP-LOAD” FOR KCCP INSURANCE?

1.) FIRST PREPARE XL SHEETS WITH COMPLETE DETAILS IN THE

GIVEN FORMAT

SAVE IT IN PROPER DRIVE FROM WHERE IT CAN BE

UPLOADING...

SELECT (CTRL+A) THE ENTIRE DATAS IN THE GIVEN FORMAT...

AND PRESS RIGHT CLICK THROUGH THE MOUSE...

GO TO FORMAT CELL---->NUMBERS-->CATEGORY (TEXT)....

PRESS OK.... AND SAVE IT.

2.) GO TO UNDERWRITING
PROPOSAL
-->RURAL INSURANCE
--> KCCP MASTER

a.)Press Tab/Enter……….Till Source type.

b.) Source Type (F9, F8)
c.) Development Officer Code (F9, F8)
d.) Source Code (F9, F8)

39
NOTE:
Source Type(F9,F8) Development officer Source Code(F9,F8)
code(F9,F8)
1.(Direct) DIRECT CODE No need
2.(Agent) Development officer Code Agent Code
3.(Broker) No Need Broker Code

e.) Cover Note No. (F9, F8) f.) Cover Note Date
g.) Policy Period

STEP 3: Click On “RURAL/SOCIAL”

a.) Rural/Social (F9, F8) (Select from List Of Value)
b.) IRDA Type (F9, F8)
(Select From List if Rural/Social is Urban)

STEP 4: Click On “Insured Details”

a.) Insured Name (Fill Manually)

b.) Address c.) Save & Exit

STEP 5:Click On “Section”

Risk Information

a.)No. Of Persons
b.)Save & Exit
c.)Click On “Convert To Cover”
d.)Note Down Cover Number
Exit

3.) GO TO UNDERWRITING
 PROPOSAL
--->RURAL INSURANCE
-->KCCP DECLARATION

40
 a.) Master Policy No. (Cover Number)
Press Tab/Enter
b.) Click On “Extract”
c.)Click On “Section” & Exit
d.)Note down Declaration Proposal No.
Exit
4.)GO TO
UNDERWRITING
-->RISK UPLOAD

a.)Click On “Risk Upload”

b.) Policy No. (Declaration Proposal No.)
c.)Section Code (F9, F8)
d.)Click On “Browse”
e.)Browse the File
f.) Upload the File till “Upload Process Over”

5.) GO TO UNDERWRITING
 PROPOSAL
--->RURAL INSURANCE
-->KCCP DECLARATION

a.)Press F7,
b.) Declaration Proposal No.
c.) Press F8
d.)Calculate The Premium
e.) Ready For Prem. Collection

**********************************************************************************

41
RECIEPTS :
STEP 1:
GO TO
GL TRANSACTION
 RECIEPTS
 PREMIUM COLLECTION BANK A/C -9100
STEP 2:
A.) GIVE THE REFERENCE NO. (Complete Proposal No.)
Press Enter/Tab
B.) CLICK POPULATE
C.) INSTRUMENT
1.) TYPE (F9, F8) (For Cheque Or Cash)
2.) INSTRUMENT AMOUNT (Cheque/Cash Amount)
3.) INSTRUMENT NO. (Cheque no.)
4.) INSTRUMENT DATE (Cheque Date)
5.) BANK NAME (F9, F8)
6.) BRANCH NAME (Manually fill)
D.) CLICK APPROVE
Press Ok

E.) Click On PRINT RECIEPTS

POLICY SCHEDULE:
STEP: UNDERWRITING
POLICY DOCUMENTS
POLICY/ENDR -PREVIEW
a.) Policy No. (Complete)
Press Tab/Enter………until Schedule comes
b.) Tick on “Schedule” Checkbox
c.) Click on Run Button (Extreme Left menu)
--> Run

RESULT: IT WILL GIVE THE POLICY SCHEDULE

42
TDS ATTACHEMENT
STEP 1:MASTERS (2)
TDS MASTER
PARTY MASTER

STEP 2:

a.) Press F7
b.) Party Code: (Agents/Broker/Surveyor/Investigator…etc)
c.) Press F8
d.)Assessee Type (F9, F8)
e.)Assessee Code (F9, F8) (only For Non-Company)
f.)PAN No. (Manually)
g.)Certificate Generation (F9, F8)
h.) TDS Code (F9, F8) (Select From List)

Save
i.) Click on “Exception Threshold”
1.) Effective From Date
2.) Criteria (F9, F8)
3.) Threshold limit. (Fill Manually)
4.) Tick On “Alert”
Back
Save & Exit

43
CHEQUE BOOK ENTRY
STEP 1: MASTERS (2)
BANK MASTERS
BANK MASTER
STEP 2:
a.) Press F7
b.) Code=D-OFFICE CODE-01 (Like as D-230000-01)
c.) Press F8

STEP 3:

d). Click On Cheque D…

a.)Cheque Book (Fill Manually Like as Serial No.)

b.)Description (Fill manually “Bank Name”)
c.)Type (F9, F8) (select as 002 –Manual)
d.)First Number
g.) Last Number
h.) Current Number
i.) Validity Days (Fill Manually as 180 days)

SAVE

44
AGENCY/BROKER COMMISSION:

STEP 1: PROCESSING
MONTH
BULK PROCESSING
AGENCY COMMISSION
Agency/Broker Commission Bulk Posting
STEP 2: a.) Date From: b.) Date To:
c.) Agent From d.) Agent Upto:
e.)Click On “Process”

Note Down
1.) LOT No.
2.) Posting Date

AGENTS/BROKER COMMISSION BILL: (NEXT DAY)

STEP 1:ACCOUNT REPORTS
MONTHLY
AGENTS/BROKER COMMISION BILL

a.) Bill From Date: (Posting Date)

b.) Bill To Date: (Posting Date)
c.) LOT NO. From (LOT No.)
d.)LOT No. To (LOT No.)
e.) Click On “Agent/broker”
f.)Click On Run Button
Then Run For Print

45
STEP 3: PROCESSING
MONTH
BULK PROCESSING
AGENCY COMMISSION
Agency Commission Payments Setup
a.)Press Tab/Enter. ……Till Supplier
b.)Supplier From: (Starting Agent’s Code)
c.)Supplier To: (Last Agent’s Code)
d.)Date From:
e.)Date To: (Including LOT NO/. Posting Date)
Press tab/Enter. ………Till Last
SAVE
f.) Note Down “PAYBATCH CODE” & Exit

STEP 3: PROCESSING
MONTH
BULK PROCESSING
Details Generation
a.)Press F7
b.) Pay Batch Code
c.) Press F8
d.)Click On “PULL BILL Details”
e.) Tick All (To Which u want to Pay) Include Checkbox

Save
f.) Click On “Confirm Change”
EXIT

46
STEP 4: PROCESSING
MONTH
BULK PROCESSING
VOUCHER GENERATION
Agency Commission Voucher Generation

a.) Press F7
b.) Pay Batch Code
c.) Press F8
d.) Check Book Id (Give the Check book Id for each & Every Agent)
e.)Check No.(F9,F8) (Select Check No. For Each & every Agent)

SAVE
f.) Click On “Generate Voucher”

Result: Will Generate the Agents Voucher

Note Down
Voucher No. (Starting & Ending)
Exit
STEP 5:VOUCHER PRINTOUT

ACCOUNTS REPORT
 DAILY
CHEQUE DISBURSEMENT VOUCHER
a.) Transaction type (61-15)
b.) Document Date from: (Voucher Generation Date)
c.) Document Date To: (Voucher Generation Date)
d.) From Document No.: (Starting Voucher No.)
e.) To Document No.: (End Voucher No.)

Press On Run Button (Extreme Left)

Then Run

47
Result: Will Get the Complete Agent’s Payments Voucher

*****************************************************************

REGULAR JV:

STEP 1: JV (JOURNAL VOUCHER)

GL TRANSACTION
JOURNAL
REGULAR
a.) Transaction Code (F9, F8) (Select From List)
Press Tab/Enter………….till Narration
b.) Narration (Manually)
c.) Payee Name (Manual)
d.) Debit & Credit Entry

Save
e.) POST.
f.) Note down Document No (Not Posted Document) &
Transaction Code

FIXED JV
NOTE: To Prepare a FIXED JV first prepare a Normal JV
STEP 2:
OTHER TRANSACTION
JOURNAL
FIXED JV
a) Create a JV by entering any name (User Enterable) in the JV Reference
b.) Transaction Code: (Regular JV Transaction Code)
C.) Document No. (Regular JV Document No.)

48
 SAVE
NOTE: Once saved, other details like Voucher Head and Voucher details will be
Automatically pulled by the system

STEP 3:
GL TRANSACTION
JOURNAL
REGULAR
a.) Click On “FIXED JV”
b.) Give the JV Reference Code
(Select the code, which you created before in the other Transactions Journal
menu)
c.) Press Tab/Enter
1.) Division Code
2.) Department Code
Press Tab …(TO Pull all Entries in the JV)
d.) Modify (Required Field…)

e.) Approve

SAVE

CHEQUE PAYMENT VOUCHER:

STEP 1:GL TRANSACTION

CHEQUE PAYMENTS
REGULAR
a.)Transaction Code (F9, F8) (Select From List)
Press Tab/Enter…till Narration
b.)Narration (Type Manually)
c.)Transaction Amount (Total Txn. Amount)
d.)Payee Name (Manually)

Press Tab…. Tab…

49
e.)”FLEX Field”
Fill All The Details:
1.) Bank Code (F9, F8)
2.)Bank A/C No (F9, F8)
3.)Check Book Id (F9, F8)
Press Tab …tab

f.) “Details”
1.) Main A/C (F9, F8)
2.)Sub-A/c (Depends on Main A/C)

Press Tab………Tab..

3.)Amount (Total Amount should be equal to Txn Amount)

4.)Activity Code-1 (Depends On Main A/C)

SAVE
For Cheque Allocation:

1.) Cheque No. (F9, F8) (Select From Row 9200 in cheque no. Field)
2.) Cheque Date

Save
3.) Click On “Print” (For voucher printout)

For Approval (Financial Authentication)

STEP 1:GL TRANSACTION
CHEQUE PAYMENTS
REGULAR
a.) Press F7,
b.) Voucher No.
c.) Press F8
d.) Click On “Approve”

50
How to TRACE Policy No. Through Cover Note
No./Engine No, /Chassis No./Registration No.?

STEP 1:PREMIA REPORTS

MOTOR/MACT
Motor Details Query
A.) Through Cover Note No.
a.) Click in the “Cover note No.” field
b.) Press F7
c.) Cover Note No.
(In Complete Format like as CHD-Cover note No)
d.)Press F8

B.) Through Engine No/Chassis No./Registration No.

a.) Click in the “Eng No/Chassis No./Reg. No.” field

b.) Press F7
c.) Enter Particulars (Engine No./Chassis No./Reg. No.)
(In Complete Format like as CH 01 G 2512)
d.) Press F8
e.) Click On “Details”

2.) Through Cover Note No.

STEP 2:MASTERS
MARKETING SETUP
DEVELOPMENT OFFICER SETUP
Manual Cover Note –Issue
a.) Press F7
b.) Source (Issued to Development/broker code)
c.) Dept. Code
d.) Cover Note No.
e.) Press F8

51
A.) Through Insured Name.

STEP 1:GL TRANSACTION

RECIEPTS
PREMIUM COLLECTION BANK A/C-9100

a.) Press F7
b.) Party Name (Insured Name)
c.) Press F8
d.) Click On “Details” & View the Policy No.

How to Attaché Main A/C Code With Sub-A/C?

STEP 1:MASTERS
ACCOUNTS MASTER
SUB-ACCOUNT MASTERS

a.) Press F7,

b.) Enter Sub-A/c Code
c.) Press F8
d.) Attaché the Main A/C Code in “Control Account”
e.)Save

52
How to TRACE LOT/NO.?
STEP 1: PROCESSING
MONTH
BULK PROCESSING
AGENCY COMMISSION
Agency/Broker Commission Bulk Posting

a.) Press F7.

b.) Press F8
c.) Click On “Next Record”
d.) Note Down LOT/NO. & Posting Date (For Particular Period)

How to Query Unposted Document?

STEP 1: QUERY
ACCOUNTS
UNPOSTED TRANSACTION QUERY
a.) Main A/C
b.) Press F8

53
DCB DAY END PROCESS
STEP 1:PROCESSING
ACCOUNTS
DCB Day End

a.) Click On “PULL”

b.) Enter the Denomination Of Petty Cash & Collection Cash
c.) Save
d.)Click On “Process”

DCB Day End Over

Pay In Slip Generation

STEP 2:PROCESSING
ACCOUNTS
Pay In Slip Generation

a.) Bank Code (F9, F8)

Press Tab/Enter
b.) Click On “PULL”
c.) Save
d.) Click On “Generate”

54
REPORTS:
1.)ACCOUNTS REPORT
A.) Collection Reports
B.) Daily Cash Balance Book
C.) Day Book Summary
D.) Cash/Cheque Disbursement Register
E.) Journal Register
F.) Management Expenses Summary
G.) Pay In Slip Report
H.) MACT Claim Outstanding Statement (By PIO)
I.) MACT Claim Outstanding Statement (By CPO)

Go To
ACCOUNTS REPORT 
DAILY
***************************************************************
2.) MAIN A/C (HEAD) SCHEDULE REPORTS:

Go To
ACCOUNTS REPORT 
SCHEDULE
****************************************************************
3.) MARKETING STATEMENT REPORTS
A.) Gross Premium (SR-55) Upto the Month
B.) Development officer wise Business Performance Upto the Month
C.) Incurred Claim Statement
D.) Product wise Analysis Upto the Month

Go To
PREMIA REPORTS
MARKETING STATEMENT
*****************************************************************

55
4.) Lists HAVE:

A.) Agents
B.) Brokers
C.) Surveyors
D.) CD Customer
E.) TPA
F.) Advocates
……………………Etc
Go To
ACCOUNTS REPORT 
 MASTERS

{Accounts 05 th
Column Report
th
Accounts 10 Column Report/
Accounts 15th Column Report}

1.) Press F7
2.) Press F8
Press Down Arrow Button

See the Query Desc. For List..

3.)End_Value1 (Office Code)
4.)End_Value2 (Office Code)

Click On “Run “
***************************************************************
TO VIEW SUB-LEDGER

ACCOUNTS REPORT 
MONTHLY
 Sub-Ledger
a.)Period. b.)Main A/c c.)Print

56
Prepared By.

Dhupesh Shrivastava
B.TECH (Computer Sc.& Engg.)
Trainer Cum IT Co-coordinator
3i-Infotech Limited
Chennai

Contact:
[email protected]
[email protected]
+91-9988236719

57