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Insurance Brokers

Mindware Insurance Broker System (MIBS)

We provide comprehensive solutions for small and medium companies in improving quality and productivity of work at a very competitive price. MIBS is specially designed for Insurance Agencies and Agents.

Powerful, Easy-to-Use, Affordable, Lower maintenance costs, Fast and effective systems implementation and integration. Totally FREE Phone Support. It can handle your daily tasks as well as accounting statements. We can import the data from the program you are currently using to MIBS.


Main Function

  • Enter Quotations, Policies, Endorsements, Renewal Notices, payments, commissions and generate outstanding payments & sales reports
  • Scan all your documents Proposal Forms, Schedules, CI’s, Endorsements, claims and link them to policies so that you don’t have to search hard copies
  • Templates are specially design input screens for each class of insurance
  • Reports: Taking days or even weeks to complete your Financial Statements. Such time consuming tasks could be rectified just within seconds!
  • Multi language handling (English, Chinese, etc..)

General Insurance Details

Insurance Templates / Types

  • Request Quotation (to insurer)
  • Quotation & Revised Quotation (to client)
  • Quotation & Revised Quotation (producer copy)
  • Quotation & Revised Quotation (office copy)
  • Confirmation of Cover (to client)
  • Closing Instruction (to insurer)
  • Debit Note (to client)
  • Debit Note (producer copy)
  • Debit Note (office copy - with commissions and payment information to insurers)
  • Credit Note (to client)
  • Credit Note (producer copy)
  • Credit Note (office copy - with commissions and payment information to insurers)
  • Renewal Notice & Reminder Notice
    & Revised Renewal Notice (to client)

01Web Based

Search

  • Find Policies by any given details (eg. Customer telephone, Name, Address, Policy number, endorsement number, etc…)

Coverage templates

  • Motor
  • Travel
  • Golfer
  • Domestic Helper
  • Home Shop and Office Package
  • Contractor All Risk
  • Employees Compensation
  • Bond Coverage
  • Contractor All risk
  • EC Coverage
  • FFL Coverage
  • Marine Coverage
  • Other Insurance Coverage
  • Personal Accident
  • Household
  • Business Insurance Package
  • Property
  • Liability
  • Cargo

Commission and Payments

  • Agency
  • Agent
  • Sub-Agent
  • Insured
  • Insurance Company

Data entry forms

  • Customers
  • Agents
  • Insurance Companies
  • Insurance Type
  • Quotations
  • Policies
  • Endorsements
  • Renewals
  • Coverage templates
  • Commission
  • Payments
  • Attachments
  • Receipt
  • Internal Company Notes
  • Program Users

02Life Insurance Details

Insurance Templates / Types

  • Enter Management Level Registration,
  • Organization Registration,
  • Hierarchy Level, Hierarchy Registration
  • Member Registration Detail
  • Personal Details, History Of Positions
  • Products Registration
  • Products and Riders Commission Registration
  • Policy
    • Customer information
    • Policy information
    • Basic Plan, benefit riders selected
    • Commission Calculator
    • Attachments
    • Accounts Details
  • Renewals

03Insurance Accounting

Accounts Process

  • General Ledger
  • Accounts Receivable
  • Accounts Payable
  • Insurance Transactions
  • Receipt
  • Journal Voucher
  • Payment

Paperless office

  • Scan all your documents Proposal Forms, Schedules, CI’s, Endorsements, claims and link them to policies so that you don’t have to search hard copies

  Renewal Notice Payment reminders
Software can be modified as per your requirements. For additional information, software demonstration and to find out more about MS's software services, contact our sales representative at 5323 5283.



04Reports

Reports (Print forms)

  • Quotation
  • Renewal
  • Debit Note for one policy
  • Debit Note for more than one policy
  • Receipt for one policy
  • Receipt for more than one policy
  • Envelope for Customer
  • Envelope for Agent
  • Envelope for Insurance Company
  • Insured Birthday Report
  • Policies Not Approved or Returned by Agency
  • Policies Not Approved or Returned by Insurance Co
  • Premium and Commission statement by Agent
  • Premium and Commission Statement Insurance Co wise
  • Renewal Policy Report by Agency
    Renewal Policy Report by Insurance Co
  • Agent Debit Note
  • Agent Outstanding Commission Statement
  • Agent Outstanding Premium Statement
  • Agent Receipt for Payment
    Insurance Company Outstanding Premium
  • Insured Outstanding Premium Statement
  • Insured Statement
  • Expiry Notice Report
  • Statistics for Insurance products
  • Statistics for Insured/Customer
  • Statistics for Agent/Broker
  • Statistics for Insurance Company

Life Insurance Reports

  • Expiry Report
  • Policy Summary
  • Renewal Report
  • Insured Birthday Report
  • Production Report (details)
  • Production Report (Summary)
  • Agency Hierarchy-Up Line
  • Agency Hierarchy-Lower Line
  • Product List by Agent (New Business)
  • Product List by Principle (New Business)
  • Product List by Date (New Business)
  • Product List by Date ( Renewal )
  • Product List by Agent (Renewal )
  • Product List by Principle (Renewal )
  • Life List of Policy by Accounting Date