Dashboard
Pending by Department
Urgency Breakdown
Handler Performance
Recent Activity
Claim Register
| File No. | Branch | Director | Handler | Dept | Insurer | Insured | Deputation | Stage | Status | Days | Urgency | Tasks | Actions |
|---|
Task Board
Kanban view — tasks & subtasks per claim file
Pending Tracker
Grouped by handler — urgency & follow-up status
Alerts & Reminders
Fees & Billing
Payment tracking — raised vs received
| File No. | Handler | Dept | Report No. | Bill No. | Bill Date | Fees Raised | Fees Received | Balance | Status |
|---|
Reports
Export to Excel & PDF
Daily Work Log
Staff activity — directors review at 9 AM
| Date | Staff | Files Worked | Closed | Mails | New | Remarks | Director |
|---|
Settings
Manage lists, users — and backup/restore your data
💾 Data Backup & Restore
Since this is local storage, always keep a backup. Click Download to save all your data as a JSON file. Use Restore to load it back on any device.
User Management