POLICY ORGANIZING 'N' DOCUMENTATION SYSTEM

iePONDS is an online Policy Organizing ‘N’ Documentation System, which provides you & your producers with access to all the resources they need from any internet-connected computer - anytime, anywhere like:

  1. Policy data with requirements pending and remarks
  2. Documents like illustration, contract and application
  3. Necessary forms
  4. Latest softwares

iePONDS provide dramatic improvements relative to cost, speed, quality and service. Unlimited users and clients records without fee slabs with following features:

ADMINISTRATOR's SECTION

Adding/Updating Policy Records

  1. With an advisor attached to it
  2. With insured personal details
  3. With various dates
  4. With requirement pending status and other remarks

Documents Management

  1. Attaching Illustration
  2. Attaching Application
  3. Attaching Contract
  4. Uploading useful forms
  5. Uploading Software
  6. Uploading Newsletters from CEO's desk

Policy records search by

  1. Last name (full or partial name)
  2. Policy no. (full or partial no.)
ADVISOR's SECTION
  1. Policies associated to respective advisor only
    1. Submitted date wise
    2. Insurance company wise
  2. List of Softwares to download
  3. List of forms to download
  4. Articles/Messages from CEO
SECURITY FEATURES  
  • Data access is protected by login id and password
  • Each advisor can see it's own policy data only
USER FRIENDLINESS  
  • Quick Help