Module Policy Document Management FTS Insurance enables insurance enterprises to track and control the entire lifecycle of printed forms—from inventory receipt, issuance, and usage to destruction. This feature reduce errors and discrepancies while ensuring compliance with the Ministry of Finance’s regulations on form management.
Detailed management of each type of insurance seals
Insurance certificates, premium receipts, payment vouchers, paper invoices, etc.
Insurance policy stock management
- Tracks the quantity of each type of form received, issued, and in stock.
- Track by serial number and status: “unused,” “used,” “canceled,” “lost,” or “recovered.”
- Manages form receipt, issuance, and insurance policy stock: department, branch, or agent.
Policy Issuance and Handover
- Manages the process of issuing, transferring, and handing over printed forms between departments.
Handles policy issuance
- Records cases of defective, lost, or destroyed forms.
- Ensures compliance with regulatory requirements for form management.
Policy Administration Process
