7 June 2017 InsPal Product Training

 
 

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:

7 June 2017 (Wed)

Time:

Session 1: 09:30am – 12:30am

             GI Module

             Proposal Module

             Basic Accounting

 

Session 2: 02:00pm – 03:15pm

             LF Module

          CRM Module

 

Session 3: 03:15pm – 05:00pm

             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 Accounting

Prerequisite:

Basic insurance knowledge

Who Should Attend

System administrators, underwriting staff and account executives

Course Content:

 

Brief introduction of each modules of InsPal

More in-depth introduction of the GI Module

First-time set-up of InsPal

 

              GI Module

              DN Entry

              GL Report (client statement, producer statement

              Client Receipt

              GL Report(Insurer statement)

              Insurer Payment

              Renewal

              Proposal Module

              Basic Accounting

 

 

Session 2: LF Module and CRM Module

Prerequisite:

Basic insurance knowledge

Who Should Attend

System administrators, underwriting staff and account executives

Course Content:

 

Brief introduction of each modules of InsPal

More in-depth introduction of the LF Module

First-time set-up of InsPal

             LF Module

             Producer Setup

             Policy Plan Setup

             Comm Rate Setup

             Policy Entry

             Insurer Brokerage Entry

             Life 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 Accounting

              A/C Interface Table Setup

              Accounting-related Transactions & Reports

             Debit/Credit Note

             Statements and Aging Analysis Reports

             Receipt/Commission Payment

             Insurer Payment

             Profit Transfer

             Journal Voucher

             Claim Register

              Advance Functions

             Create New Financial Year

             Close and Re-open Financial Year

             Posted Voucher Reversal

             Profit and Loss Report

             Balance Sheet

             Cut-off Date and account-related System Parameters

              Frequently Asked Questions

             Aging Analysis Report and GL not reconcile

             Balance Sheet not balanced.

              Future Feature Preview

             Budgeting

             Bank 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.

 

 

Reply Slip

 

 

Company: _____________________________   Tel: ______________

Attention: __________________________           Fax: ______________

Email: __________________________               

                       

● Session 1 

Please reserve ____ seats for us

● Session 2

Please reserve ____ seats for us

● Session 3

Please reserve ____ seats for us