Insurance Brokerage Financial Management System
IBFMS



Clients
On Account
Receipting
Complaints
Activity

Policies

Premiums
Agents
Situations
Items
Vehicles
Drivers
Marine
Underwriters
Subsidiaries
Claims
Excesses
Wordings

Contacts
Agents
Broker
Creditors
Underwriters
UWContact
Products
Invoices

Payments
Agents
Broker
Clients
Creditors
Underwriters
ATO


Accounts
GLedger
Chart Enty
Journal Entry
Bank Entry
Bank Clear
GL Summary

Reports
Schedules
BAS
Reconciliation
Analysis
Designer
Email
Letters
SQL


Export

Setup
Configuration
User Access
Menus
Utilities

SQL Help


TASK BAR F6 Functions

Return to Main Page

F6 Policies Notes yellow grid overlay. Print out on Schedules.
Policies Notes F6 Policies Office Notes white grid overlay.
Policies Office Notes

F6 Diary Entry window.
Diary Screen

Calculator window.
Calculator

CD BackUp must have writable player installed.
CD BackUp

F6 Search all data Client/Contacts/Policies


Search Grid