Training

Product Training 2017-06-07

Product Training

GI, Proposal, LF and Advance Accounting

In this course, we will teach you how to use the set up InsPal for the first-time usage, and how to use GI and Proposal Module to conduct your business. The second session we will teach you how to use the LF Module. Finally, we will teach you advance accounting techniques.

This Product Training is scheduled as follows:

Date:15 December 2015 (Tue)
Time:Session 1: 09:30am – 12:30am* GI Module* Proposal Module* Basic Accounting Session 2: 02:pm – 3:15pm* LF Module * CRM Module Session 3: 03:15pm – 04:30pm* Advance Accounting
Venue:Rm 121  Hong Kong Productivity Council, 78 Tat Chee Avenue, Kowloon Tong (Kowloon Tong MTR Exit C2)
Language:Cantonese

Session 1: GI Module Proposal Module and Basic Accountin

Prerequisite:Basic insurance knowledge 
Who Should AttendSystem administrators, underwriting staff and account executives 
Course Content:Brief introduction of each modules of InsPalMore in-depth introduction of the GI ModuleFirst-time set-up of InsPal*GI Module DN Entry GI Report(Client Statement, Producer Statement) Client Receipt GI Report(Insurer statement) Insurer Payment  Renewal*Proposal Module*Basic Accounting

Session 2: LF Module and CRM Module

Prerequisite:Basic insurance knowledge
Who Should AttendSystem administrators, underwriting staff and account executives
Course Content:Brief introduction of each modules of InsPalMore in-depth introduction of the LF ModuleFirst-time set-up of InsPal* LF ModuleProducer SetupPolicy Plan SetupComm Rate SetupPolicy EntryInsurer Brokerage EntryLife Report* CRM Module

Session 3: Advance Accounting

Prerequisite:Basic accounting and book-keeping knowledge
Who Should Attend  Accountant, account clerks, SME owners 
Course Content:Concept of InsPal AccountingA/C Interface Table SetupAccounting-related Transactions & Reports Debit/Credit Note Statements and Aging Analysis Reports Receipt/Commission PaymentInsurer Payment Profit TransferJournal VoucherClaim Register Advance Functions Create New Financial Year Close and Re-open Financial YearPosted Voucher ReversalProfit and Loss ReportBalance SheetCut-off Date and account-related System ParametersFrequently Asked QuestionsAging Analysis Report and GL not reconcileBalance Sheet not balancedFuture Feature PreviewBudgetingBank Reconciliation

This Product Training is free-of-charge for existing customers, potential customers and those who want to know more about InsPal. Priority will be given to existing customers. Please feel free to register with our Support Centre at 3052 7232.

Light refreshment will be served.

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