Insurance Policy - Invest Plus

This option helps the user to store the Insurance Policy Details. The details that can be stored are the name of the policy holder, the name of the nominee, the period of the policy, name of the policy, the date of maturity, the policy date, the table year, policy number, Expected maturity value, branch number, the premium amount, the insurance value, premium payable i.e. whether it is payable, quarterly or monthly.

If you pay any premium against this policy then select the policy no while doing payment entry. This will help you generate the premium payable and actually paid report.

Record entered in this module also generate a reminder of premium payable as per your mode of payment.

Policy Detail:

Insurance Policy investplus

Policy holder nameSelect your holder name from list.
Name of policyMaximum length allows 35 characters.
NomineeMaximum length allows 40 characters.
Type of policySelect type from list.
Policy numberMaximum length allows 20 characters.
Policy valueEnter policy value here.
Policy DateEnter policy data here.
Premium AccountSelect premium account that effect when you pay premium.
InsuranceSelect insurance from list.
Branch numberMaximum length allows 15 characters.
TableEnter table value here.
Policy termEnter policy term here.
Expected Maturity valueEnter expected maturity value here.
Money back tableIf type of policy is money back than you get then you can able to enter data in table.

Money Back:
Auto incrementDate (Date): Enter date here.

Amount: Enter amount of money back.

Received (Checkbox):
If check mark that means that particular record is received record. And reminder of that entry will be deleted.

Narration: Enter note of that particular entry.

+ : Click here for add new row or press Cnt + key

– : Click here for remove row from table or just press Cnt – key.

Remind meCheck mark than before entry is enable and table’s all entry is added in reminder entry automatically. And software reminds you every installment.
BeforeCheck mark on remind me than you can able to enter before entry. How many before days you have to get reminder.


Installment Detail:

Installment Detail investplus

Premium Starting DateEnter starting date of premium installment.
Premium amountEnter premium installment amount here.
Premium paying termEnter premium paying term.
PayableSelect period of premium payable.
Cal. InstallClick here for calculate and generate the no of premium installments.
AddClick here for add payment of installment entry
DeleteClick here to delete paid premium installment
Remind me before daysCheck to generate reminder before specified days.

Note: Any time you have to add new row than press Ctrl + or do right click and press add and delete existing row press Ctrl – key or do right click and press delete.