SAS Insurtech - Billing & Reports System

🔐 SAS Insurtech

Billing & Reports Management System

✨ Smart Dashboard Overview

📊 PIPELINE VALUE

₹0

0 Active Leads

⚠️ ACTIVE CLAIMS

₹0 Total

💰 CASH BALANCE

₹0

Current Balance

📈 THIS MONTH

₹0

0 Transactions

⚡ Today's Priorities

📅 TODAY'S ACTIVITY

Transactions Today

Total Premium

₹0

Commission: ₹0

Click to view

📊 Details

⚠️ PENDING INVOICES

Transactions without Invoice No

Total Amount

₹0

Oldest: -

Click to update

📝 Update

📋 PENDING COI

COI Not Received (TAT: 15 days)

Overdue (>15 days)

Max Pending: - days

Click to view

📝 Update COI

💰 OUTSTANDING PAYMENTS

Banks with Unpaid Incentives

Total Outstanding

₹0

Pending Payments

Click to view

💳 Pay Now

📅 Select Month:

📊 Business Analytics

📈 Business Trend (Last 6 Months)

👨‍💼 Top 5 SOs Performance

🏦 Bank-wise Distribution

📍 Area-wise Business

👔 SO (Sales Officer) Names Management

➕ Add New SO Name

SO Name * Full name of the Sales Officer

📋 SO Names List

⚠️ Claims Management System

📝 Register New Claim

Claim Type *

Bank/Society *

Policy/Transaction ID

Member Name *

Member ID/Account No

Date of Event *

Claim Amount (₹) *

Nominee Name

Nominee Contact

Insurer Name

Age at Death/Event

Early Death? (<90 days)

Claim Details/Notes

🏢 Company Profile

📋 Complete Company Information

Manage your company details, GST, PAN, bank accounts, and address

🏢 Basic Information

Company Name *

Legal Entity Type

CIN/Registration Number

Date of Incorporation

📑 Tax & Compliance Details

GSTIN *

PAN *

TAN

GST Filing Frequency

🏦 Company Bank Account

Account Holder Name

Bank Name

Account Number

IFSC Code

Branch

Account Type

📍 Registered Office Address

Address Line 1 *

Address Line 2

City *

State *

PIN Code *

Country

📞 Contact Information

Primary Email

Phone Number

Website

Authorized Signatory

📋 Policy Management

Policy Overview

Active Policies

Expiring Soon (30 days)

Expired

Total Premium

₹0

🔄 Renewal Management

Renewal Tracking

Due This Month

Overdue

Renewed This Month

Renewal Rate

📅 Renewal Calendar

Bank/Society Configuration

📊 Banks Overview Dashboard

🏦

Total Banks

Click to view all

📅

This Month Added

Click to view details

⚠️

No Account Details

Click to view list

✅

Active Banks

Click to view list

❌

Inactive Banks

Click to view list

📤 Bulk Upload Banks/Societies

Upload multiple banks/societies at once using Excel or CSV file.

Download the template, fill in your banks, then upload

Select your filled Excel/CSV file to upload

📌 Instructions:

Download the bank template
Fill in all required columns (marked with *)
Commission should be between 5-10%
You can add multiple bank accounts per bank
Upload the filled file

Add Single Bank/Society

Bank/Society Name *

Contact Person Name *

Mobile Number *

Email ID

Commission Rate (%) *

Area *

District *

Default SO Name

Enter New SO Name

Default Vendor Name

Bank Account Details for Incentive Transfer

💡 Tip: You can add multiple bank accounts for each bank/society. Fill the details and click "Add Account" to save it. All accounts will be listed below.

Account Holder Name

Bank Name

Account Number

IFSC Code

Account Type

Branch Name

🔍 Filter Banks

Search by Name

Filter by Area

Filter by District

Bank/Society Name	Contact Person	Mobile	Email	Commission %	Area	District	Actions

📒 Company Bank Ledger

💼 Bank Account Management

Track all deposits and withdrawals from company bank account

💵 Record Deposit (Money In)

Date *

Amount (₹) *

Payment Mode *

Reference/UTR Number

Narration/Description *

💸 Record Withdrawal (Money Out)

Date *

Amount (₹) *

Payment Mode *

Reference/Cheque Number

Narration/Description *

📋 Bank Ledger Entries

Business Transactions

📤 Bulk Upload Transactions

Upload multiple transactions at once using Excel or CSV file.

Download the template, fill in your data, then upload

Select your filled Excel/CSV file to upload

📌 Instructions:

Download the template
Fill in all required columns (marked with *)
For SIP transactions: Enter loan amounts in lakhs (e.g., 1.2 for ₹1.2L)
Bank names must match exactly with existing banks
Upload the filled file

Add Single Transaction

Date *

Bank/Society *

Total Premium (₹) *

Total Numbers *

Broker *

Enter Broker Name *

Total Loan Amount ≤ ₹2 Lakh (in Lakhs) * Commission: ₹178 per lakh | Example: 1.2 lakhs = ₹213.60

Total Loan Amount > ₹2 Lakh (in Lakhs) * Commission: ₹130 per lakh | Example: 3.5 lakhs = ₹455

Sales Office (SO) Name

Enter New SO Name *

Vendor Name

Transaction No Unique transaction reference number

Payment Mode How premium was received from bank

Transaction Date Actual transaction processing date

Invoice No Can be updated later (usually received after 7 days)

Invoice Date Date when invoice was issued (if available)

🔍 Filter Transactions

⚡ Quick Filters:

From Date (Custom)

To Date (Custom)

Filter by Bank

Filter by Broker

Filter by SO Name

Filter by Area

Filter by District

💡 How to Edit or Delete Transactions

👇

Look for the BIG PURPLE SCROLLBAR below the table!
Drag it to the RIGHT → to see Edit/Delete buttons

To Edit: Drag purple scrollbar RIGHT → Click "✏️ Edit" → Update fields above → Click "Add Transaction"
To Delete: Drag purple scrollbar RIGHT → Click "🗑️ Delete" → Confirm

← Drag the PURPLE scrollbar below to see all columns →

Date	Bank	Total Premium	Net Premium (After GST)	SAS Commission (35%)	Bank Commission	Vendor Commission (50%)	Total Numbers	Broker	SO Name	Vendor	COI Status	Actions

🏦 Bank Account Details Manager

💡 Manage Bank Account Details

View and update bank account details for incentive transfers. Click on any bank to add/edit account information.

💰 Cash Flow Management

💳 Current Cash Position

Bank Balance

₹0

Pending Liabilities

₹0

Real Available Cash

₹0

🏦 Update Bank Balance

As of Date

Current Bank Balance (₹)

📅 Future Payment Obligations

📊 Monthly Profit & Loss

Select Month:

🔮 3-Month Cash Flow Forecast

📞 CRM & Sales Management

🎯 Lead Management

Add New Lead

Lead Date *

Lead Name (Bank/Society) *

Contact Person *

Phone *

WhatsApp Number

Area/District

Lead Source *

Assign to SO *

Link to Existing Bank (Optional)

Product Interested *

Expected Members

Expected Premium (₹)

Expected Close Date

Initial Notes

All Leads

📊 Sales Pipeline - Kanban View

Total Leads

Pipeline Value

₹0

Conversion Rate

📱 Activity Tracking

Log New Activity

Lead *

Activity Type *

Date *

Time

Contacted By *

Outcome *

Notes *

Next Follow-up Date

Set Reminder (1 day before)

Recent Activities

📄 Document Tracking

Track Sent Document

Send To (Lead/Bank) *

Document Type *

Sent Date *

Sent Time

Sent Via *

📧 Email 📱 WhatsApp 📦 Physical

Email Sent To

WhatsApp Sent To

Document Details

Confirmation Required

Sent Documents - Tracking Status

🔔 Follow-ups & Reminders

📈 CRM Reports & Analytics

👤 Borrowers/Members Database

Individual Member Management

Import bank data sheets, manage member details, link to transactions & claims

➕ Add New Borrower/Member

Account Number *

Member Name *

Date of Birth *

Age *

Gender *

Mobile Number *

Address

Place

District *

PIN Code

State *

PAN Number

Aadhaar Number

Bank/Society *

Branch Name

Loan Start Date

Loan End Date

Loan Amount (₹) *

Premium (₹) *

Staff Salary Management

Staff Name *

Designation *

Basic Salary (₹) *

DA (Dearness Allowance) (₹)

TA (Travel Allowance) (₹)

Other Allowances (₹)

PAN Number

Monthly Salary Processing with Receipt

Month/Year *

Staff Member *

Incentives (₹)

Deductions (₹)

Name	Designation	Basic Salary	DA	TA	Other Allowances	Total Gross	PAN	Action

📅 Staff Attendance Management

📋 Track Daily Attendance

Mark present, absent, leave, or half-day for each staff member

✅ Mark Today's Attendance

Date *

Staff Member *

Status *

Remarks

📊 Attendance Reports

Report Type

Month

Staff (for staff-wise)

Director/Partner Management

Director Name *

Position *

Monthly Salary/Remuneration (₹) *

PAN Number *

Mobile Number

Email ID

Bank Account Details for Salary Transfer

Account Holder Name

Bank Name

Account Number

IFSC Code

Account Type

Branch Name

Monthly Salary Processing

Month/Year

Director

Deductions (₹)

Bonus/Incentive (₹)

Name	Position	Monthly Salary	PAN	Mobile	Actions

Expense Management

Date *

Expense Category *

Description *

Sales Officer (SO) Which SO incurred this expense?

Related Area/Bank Which area/bank was this expense for?

Amount (₹) *

Payment Mode *

Transaction/Reference No Transaction reference number

Paid To

Invoice/Bill Number

GST Amount (₹)

Remarks

Date	Category	Description	Amount	GST	Total	Payment Mode	Action

Vendor Management

Vendor Name *

Contact Number *

Email ID

PAN Number

GSTIN

Address

Bank Account Details for Payment Transfer

Account Holder Name

Bank Name

Account Number

IFSC Code

Account Type

Branch Name

Note: Vendor payments are automatically calculated as 50% of commission after deducting bank incentives for vendor-sourced business.

Vendor Name	Contact	Email	PAN	Total Business	Pending Payment	Actions

Reports & Analytics

📊 Transaction Report

Download complete transaction data for selected date range

💰 SAS Profitability & Final Profit

See complete P&L statement and final net profit for management

📊 Advanced Analytics & Management Reports

📊 Comprehensive Business Intelligence Report

📅 Select Period

From Date

To Date

📋 Bank-wise Detailed Analysis

📅 Bank-wise Monthly Timeline Report

🏦 Select Bank

Bank/Society

💰 SAS InsureTech - Profitability Statement

📅 Select Period

From Date

To Date

💾 Backup & Restore Data

📌 Important: Always backup your data before updating the application or clearing browser data!

Total Banks

Total Transactions

Total Staff

Total Expenses

📥 Download Backup

Download all your data as a JSON file. Save this file in a safe location.

File name: SAS_Insurtech_Backup_[Date].json

📤 Restore from Backup

Upload a previously saved backup file to restore all your data.

⚠️ Warning: This will replace all current data!

💡 Best Practices:

Take regular backups (weekly or monthly)
Store backup files in multiple locations (computer, cloud, USB drive)
Always backup before updating the application
Test restore on a copy first if dealing with critical data
Keep at least 3 recent backup files

🗑️ Clear All Data (Danger Zone)

⚠️ WARNING: This will permanently delete ALL data from the application!

👥 User Management

➕ Add New User

Username * Unique username for login

Password * Minimum 6 characters

Full Name *

Role * Manager = Full rights, Admin = + Audit Logs

Phone

📋 Users List

📝 Audit Logs

⚠️ Admin Only: This section shows all system activity for compliance and security monitoring.

🔍 Filters

Module

Action

📋 Activity Log

🔍 Search (Ctrl+K)

🔔

🔔 Notifications Clear All

🔔

No notifications yet

🔐 SAS Insurtech

🏢 SAS Insurtech

✨ Smart Dashboard Overview

⚡ Today's Priorities

📊 Business Analytics

📈 Business Trend (Last 6 Months)

👨‍💼 Top 5 SOs Performance

🏦 Bank-wise Distribution

📍 Area-wise Business

📅 Today's Transactions

👔 SO (Sales Officer) Names Management

➕ Add New SO Name

📋 SO Names List

⚠️ Claims Management System

📝 Register New Claim

🔄 Claims Pipeline

📋 All Claims

📊 Claims Reports

🏢 Company Profile

📋 Complete Company Information

🏢 Basic Information

📑 Tax & Compliance Details

🏦 Company Bank Account

📍 Registered Office Address

📞 Contact Information

📋 Policy Management

Policy Overview

🔄 Renewal Management

Renewal Tracking

📅 Renewal Calendar

Bank/Society Configuration

📊 Banks Overview Dashboard

📤 Bulk Upload Banks/Societies

Add Single Bank/Society

Bank Account Details for Incentive Transfer

Added Accounts:

🔍 Filter Banks

📒 Company Bank Ledger

💼 Bank Account Management

💵 Record Deposit (Money In)

💸 Record Withdrawal (Money Out)

📋 Bank Ledger Entries

Business Transactions

📤 Bulk Upload Transactions

Add Single Transaction

🔍 Filter Transactions

💡 How to Edit or Delete Transactions

🏦 Bank Account Details Manager

💡 Manage Bank Account Details

💰 Cash Flow Management

💳 Current Cash Position

🏦 Update Bank Balance

📅 Future Payment Obligations

📊 Monthly Profit & Loss

🔮 3-Month Cash Flow Forecast

📞 CRM & Sales Management

🎯 Lead Management

Add New Lead

All Leads

📊 Sales Pipeline - Kanban View

📱 Activity Tracking

Log New Activity

Recent Activities

📄 Document Tracking

Track Sent Document

Sent Documents - Tracking Status

🔔 Follow-ups & Reminders

📈 CRM Reports & Analytics

👤 Borrowers/Members Database

Individual Member Management

➕ Add New Borrower/Member

📋 All Borrowers/Members

✓ Data Verification & Matching

⚠️ Verification Checks

📊 Borrower Reports

Staff Salary Management

Monthly Salary Processing with Receipt

📅 Staff Attendance Management

📋 Track Daily Attendance

✅ Mark Today's Attendance