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:
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Policy
data with requirements pending and remarks
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Documents
like illustration, contract and application
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Necessary forms
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Latest
softwares
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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 |
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Adding/Updating
Policy Records
- With an advisor
attached to it
- With insured
personal details
- With various
dates
- With requirement
pending status and other remarks
Documents
Management
- Attaching
Illustration
- Attaching
Application
- Attaching
Contract
- Uploading
useful forms
- Uploading
Software
- Uploading
Newsletters from CEO's desk
Policy records
search by
- Last name
(full or partial name)
- Policy no.
(full or partial no.)
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| ADVISOR's
SECTION |
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- Policies associated
to respective advisor only
- Submitted
date wise
- Insurance
company wise
- List of Softwares
to download
- List of forms
to download
- Articles/Messages
from CEO
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| SECURITY
FEATURES |
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- Data access
is protected by login id and password
- Each advisor
can see it's own policy data only
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