Reporting
Designing a comprehensive outline for the entire Commercial Insurance Brokerage Agency Management System (AMS) involves detailing the doctypes, their relationships, workflows, statuses, workspaces, views, and reports. This system is designed to streamline operations, enhance decision-making, and ensure a high level of service and compliance.
### Doctypes & Relationships
1. Insured
- Related to: Policies, Claims, Documents, Payments
- Key Fields: Name, Contact Details, Business Information
2. Policy
- Related to: Insured, Broker, Carrier, MGA, Claims, Payments, Endorsements
- Key Fields: Policy Number, Type, Effective Date, Expiration Date, Premiums, Status
3. Broker
- Related to: Policies, Insured
- Key Fields: Name, Commission, Contact Information
4. Carrier
- Related to: Policies
- Key Fields: Name, Contact Details, Offered Policies
5. Claim
- Related to: Policy, Insured
- Key Fields: Claim Number, Type, Status, Filed Date, Resolution
6. Payment Receipt
- Related to: Policy, Insured
- Key Fields: Payment Amount, Date, Type (Down Payment, Installment)
7. Endorsement
- Related to: Policy
- Key Fields: Endorsement Type, Effective Date, Changes to Policy
8. Document Management
- Related to: Policy, Insured
- Key Fields: Document Type, Upload Date, Associated Policy/Insured
### Workflows & Statuses
- Policy Lifecycle: Proposal → Active → Renewed/Cancelled/Expired
- Claim Processing: Filed → Under Review → Approved/Denied
- Payment Processing: Invoice Issued → Payment Due → Paid/Overdue
### Workspaces & Views
- Dashboard: Overview of policy statuses, upcoming renewals, claim statuses, and financial summaries.
- Policies: Detailed view and management of individual and grouped policies.
- Claims Management: Centralized claims tracking, review, and processing.
- Financials: Overview of payments, invoices, and financial reports related to policies and claims.
- Insured Management: Profiles, policies, and activities related to insured clients.
- Broker & Carrier Management: Information and performance metrics for brokers and carriers.
### Reports
- Policy Report: Breakdown by type, status, and carrier with premium totals.
- Claims Report: Overview of claims filed, status, and resolutions with timelines.
- Financial Report: Summary of premiums, payments received, outstanding invoices.
- Broker Performance: Commission earned, policies handled, client satisfaction.
- Risk Assessment: Insights into policy risks based on historical data and trends.
### Statuses
- Doctypes like Policies and Claims have defined statuses that guide the workflow.
- Custom statuses can be created to reflect unique processes or stages in document verification, risk assessment, and claim settlement.
### Automation & Integration Points
- Policy Renewal Reminders: Automated notifications for policy renewals.
- Claim Notifications: Alerts and updates on claim processing stages.
- Payment Alerts: Automated reminders for upcoming and overdue payments.
This outline sets the foundation for a robust AMS designed to handle the complexities and requirements of a commercial insurance brokerage. By leveraging Frappe's customization capabilities, the system can be tailored to meet specific operational needs, compliance standards, and client service goals, ensuring a scalable and efficient management platform.
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🔑 Hotkeys for Next Actions:
- A: Delve into customizing the Dashboard for real-time insights.
- D: Develop a strategy for enhancing the Claims Management workflow.
- E: Explore integration with external data sources for enriched risk assessments.