Suggestion for CD A/c

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Suggestion for CD A/c
Answer
11/15/17 10:22 AM
  1. For CD A/c, reports like CD A/c Ledger, Collection Report, Portal Usage Incentive Report etc. for given period should be available in Agent Login.
  2. In Policy issued by CD A/c, Receipt is not generated. Moreover, Except Motor Dept., LOGO of our company is not printing in Policies. In these policies, it is very difficult to even find out Company’s name.
  3. While making payment of premium and selecting Payment Mode as CD A/c, balance of CD A/c should be display.
  4. To deposit the amount in CD A/c, there should be an option to transfer the amount online from Bank to Agent's CD A/c.
+7 (7 Votes)