Software Release: IES Server v8.10

November 28th, 2007 by admin

 

Link to Download

IES Server v8.10 - Link to Downloads

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New Tutorial: Insurance Brokerage - Policy Revenue Flow

November 27th, 2007 by admin

 

We look at the revenue flow from the Policy master. Link to Tutorial

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New Tutorial: Insurance Brokerage - Premium Accounting

November 27th, 2007 by admin

 

We look at the processing of premiums from an Accounting perspective. Link to Tutorial

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New Tutorial: Insurance Brokerage - Reversing a Payment

November 27th, 2007 by admin

 

A Premium Payment can be reversed as a standard journal reversal. Link to Tutorial

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New Tutorial: Insurance Brokerage - Premium Collections, Payments, Receipts

November 27th, 2007 by admin

 

Premium Collection, also referred to as Payments and Receipts, include automatic functionality to process the Premium Collection as well as creating the payment entries for the Insurer and Fee Earner. Link to Tutorial

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New Tutorial: Insurance Brokerage - Premium Reversal, Bad Debts

November 27th, 2007 by admin

 

Premium Reversals are performed to correct mistakes and for writing off of bad debt premiums. Link to Tutorial

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New Tutorial: Insurance Brokerage - Manual Premium Raise

November 27th, 2007 by admin

 

Although in the majority of cases, premiums are raised automatically by the system, there are also situations when a premium may be raised on demand, manually. Link to Tutorial

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New Tutorial: Insurance Brokerage - Customer Statements

November 27th, 2007 by admin

 

Customer Statements can be produced as ad hoc from the AR Debtor Accounts, or as bulk Statements for a group of Insurance Customer Accounts. Link to Tutorial

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New Tutorial: Insurance Brokerage - Renewal Reminders

November 27th, 2007 by admin

 

The Renewal Reminders report is used as a timely alert to follow Policies coming to end of term, in order to renew them. Link to Tutorial

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New Tutorial: Insurance Brokerage - Raised, Unpaid and Paid Premiums

November 27th, 2007 by admin

 

We look at Raised, Unpaid and Paid Premiums from the Policy Master perspective. Link to Tutorial

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