Unisoft Solutions

UNILIFE™ LIFE INSURANCE ERP

KEY FEATURES OF UNILIFE™ LIFE INSURANCE ERP

The Modules you will get with this Solution are listed below. You can see details description of any module by clicking on the View Detail Button.

JOB COSTING MODULE

The Job Costing Module within UniERP is used to evaluate and manage small, medium & large projects.
This dominant tool is valued to the manager when making decisions based on the profitability of individual projects and jobs.

  • Sales htmlForecasting
  • Sales Plan
  • Sales Quotation
  • Price Declaration
  • Sales Item Price Settings
  • General Sales Order
  • Sales Invoice
  • Dr Notes
  • Cr Notes
  • Sales Monitoring Board
  • Sales Target Settings
  • Discount Settings
  • Customer Entry
  • Sales Tracking

CORE LIFE INSURANCE OPERATION MANAGEMENT MODULE

This module is the Core of this Solution, which will include the core business automation and facilitate the operation employees and management to attain the maximum possible efficiency.

  • Plan Configuration
  • Workflow Management
  • Document Management
  • Proposal Management
  • Premium Collection Management
  • Underwriting Management
  • First Premium Collection
  • Policy Management
  • Lapsed Policy Management
  • Group Insurance Management
  • Health Insurance Management
  • Commission Management
  • Branch Control Department
  • Re-Insurance Management
  • Loan Management
  • Survival Benefit- SB Claim Management
  • Maturity Claim Management
  • Supplementary Claim Management
  • Death Claim Management
  • Surrender Management
  • Re-Insurance Claim
  • PR & MR Book/MR Book/Bank Book Management
  • Payment/ Receive Management
  • Customer Service Management
WAREHOUSE & INVENTORY MANAGEMENT MODULE

UniERP Warehouse & Inventory Management Module offers a great and flexible set of features to benefit you manage and report inventory inhtmlFormation.
The activities of inventory control involves.

  • Item Requisition
  • Purchase MRR
  • Production Receive
  • Sales Return MRR
  • Inter Branch-MRR
  • Bulk Conversion MRR
  • Item QC
  • Sales Delivery
  • Inter Branch Delivery
  • Damage Goods Receive
  • Production Return
  • Purchase Return
  • Physical Inventory
  • Item Shortage
  • Item Over
  • Stock View
  • Sales Invoice
FINANCIAL BUDGETING MODULE

UniERP Financial Budgeting module has the capability of meeting all the financial htmlForecasting, monitoring & control of an organization. It is with this module that Financial Manager as well as other Managers within business can review the financial position of the company in real time.

  • Yearly Budget
  • Budget Monitoring & Controlling
ENTERPRISE ASSETS

Knowing your precise asset location and worth UniERP Enterprise Asset Management Module can help you plan more effectively htmlFor your capital purchases and disposals.
Dealing assets and htmlForecasting htmlFor future capital investments or disposal are very important htmlFor any organization.

  • Item Configuration
  • Fixed Assets Depreciation
  • Fixed Asset Purchase Receive
  • Fixed Asset Opening Entry
  • MRR (Fixed Asset Internal Transfer)
  • MRR (Fixed Asset External Transfer)
  • Spare-Parts Consumption
  • Asset Utility Consumption
  • Fixed Asset Disposal
  • Damage Goods Receive
  • Warranty Management

MIS and BI

Allows dynamically customizable MIS and BI Management as well as generic MIS and BI Management.







  • No Module Available
HUMAN RESOURCE MANAGEMENT MODULE

Human Resources are the most important resource in any organization. With UniERP Human Resource Management Module, it is possible to maximize the potential of HR through Effective Recruitment, Staffing, Attendance, Settlement and Training.

  • Attendance Management
  • Leave Management
  • Settlement Management
  • Training Management
  • Employee Self Services
  • Visitor Management
  • Notice Board
PURCHASE & LOGISTICS MODULE

Purchase Management module automates the processes of recognizing prospective suppliers, Supplier Evaluation, Supplier Quote Valuation, giving purchase order to the supplier, and billing processes. The actions of Purchase & Logistics module involves in.

  • Purchase Plan
  • Purchase Quotation CS
  • Reorder Level Basis Requisition
  • Request htmlFor Quotation
  • Supplier Quotation
  • Purchase Order
  • Purchase Invoice
  • Purchase Credit-Note
  • Purchase Debit-Note
  • Purchase Pro-htmlForma Invoice
  • Purchase LC
  • Purchase Commercial Invoice
  • Item Cost Settings
  • Item Cost Analysis
  • Combination GRN
PAYROLL & FUND MANAGEMENT MODULE

The Features you will get with this Module are listed below. You can ask htmlFor customization of any module if you think htmlFor your business.





  • AIT Settings
  • Create Payroll- General
  • Create Payroll- Production Based
  • Process Payroll- General
  • Process Payroll- Production Based
  • Salary Advice
  • Pay slip
  • Increment & Promotion Management
  • KPI Evaluation
  • PerhtmlFormance Appraisal-Report: Detail & Summary
  • Increment Process
  • Increment Entry
  • Increment Application
  • Promotion Process
  • Promotion Entry
  • Promotion Application
  • Provident Fund Contribution Ratio
  • Death Compensation
  • Death Benefit Policy
  • Administrative Cost Responsibility
  • Audit Record
  • Deduction in Payroll
  • Accrued Interest Calculation
  • Opening Contribution
  • Settlement Time Limit
  • Delay Penalty Against Company Contribution
  • Fund Settlement
  • PF Withdrawal
  • Return or Early Settlement of Investment
  • Provident Fund Management Committee
  • Provident Fund Investment
  • Regulation
  • Tax/VAT in All Process
  • Nominee Management
  • Provident Fund Profit Distribution Policy
  • Investment: Mutual Fund/ Unit Certificate/ Savings Certificate
  • Contribution Register
  • Party Register

FINANCIAL ACCOUNTING

Finance Accounting Management in UniERP collects financial data from several functional departments and produces prized financial reports such as Balance Sheet, Trial balance, General Ledgers, Quarterly Financial Reports, Account Statements, Gross Profit Analysis and many more.

  • Chart of Accounts
  • Cash Receive Vouching
  • Cash Payment Vouching
  • Bank Receive Vouching
  • Bank Payment Vouching
  • General Journal Vouching
  • Conveyance Bill Vouching
  • Cheque Book Receive and Print
  • Cheque Monitoring panel
  • Post Dated Cheque management
  • Year Closing Process
  • Module transaction data process
  • Fixed Assets Schedule Management
  • Bank Reconciliation
  • All types of transaction report
  • Trial Balance
  • Income Statement
  • Balance Sheet
  • Cash Flow Statement
  • General Ledger
  • Party Ledger

BUSINESS INTELLIGENCE MODULE

UniLIFE Business Intelligence Module helps life insurance companies gain perspective on their business operations. This vigorous tool lets you easily prepare and analyze both big and disparate datasets.



  • Project basis
  • Time range or date basis
  • Plan basis
  • Business growth
  • HR perhtmlFormance
  • Claim settlement
  • ReinhtmlForcements
  • Branch perhtmlFormance
  • Individual perhtmlFormance
  • Expenditures
SECURITY MANAGEMENT

In order to ensure the security htmlFor both the Database, data trafficking and data access to the system, our Security Management is a full-fledged solution. Despite the progress, many businesses still have security concerns when it comes to the Cloud.

  • Physical security
  • Transmission Security
  • Access Security
  • Data Security
  • Application Security
  • User Authentication
  • Managing Code and Logic
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