Customer Portfolio for HanDBase - This is a very good record keeping of all your Insurance clients policy details in your pocket. Anytime, anywhere when you want to know which client is due for renewal or whether he had an insurance cliams before, this comes handy for you to retrieve their portfolios. This is an insurance policyholder tracking portfolio database using a single database type information to link to several other databases. In other words, it is a One-to-many database. A better example is the relationship between a Customer database and a Motor Vehicle database i.e. one customer can have more than one car and by just a click to the linked database you know which car is due for renewal. They are seven linked portfolio databases namely: - a) Motor Vehicle.pdb b) Commercial Fire.pdb c) Burglar.pdb d) Personal Accident.pdb e) Houseowner.pdb f) Senior Citizens.pdb g) Hospital & Surgical (this is very good for Direct Sales distributor tracking his downline portfolio) All the above databases are linked to the main database named CUSTOMER.pdb. You can also add in more portfolio databases, be sure to link into the CUSTOMER.pdb file. CUSTOMER Database Over here, we have three fields, which are: 1) Name: You can add new client in this field by using the Phone Lookup command or enter manually. 2) Policy Type: This is a Popup List, which tells you what type of insurance your client has. 3) Celebrity: This is a Popup List which tells you what festive season he celebrate so that you can easily filter out the season greetings and send out the greeting cards accordingly. 4) Choose the relevant database by clicking to it, which you want to enter your client's details. The rest of the Databases are for you to keep track of their policy details. The beauty of the Burglar database is that you do not have to calculate the premium manually and the total of the coverage. The program computes the premium by itself you just have to enter the premium rate and the government tax rate together with the stamp duty.
Like it? Share with your friends!
If you got an error while installing Themes, Software or Games, please, read FAQ.
Requirements:HanDBase v.2.7x or greater
Supported operating systems:
Palm OS 3.x, Palm OS 4.x, Palm OS 5.x, Pocket PC 2002, RIM BlackBerry OS 4.2, RIM BlackBerry OS 4.3, RIM BlackBerry OS 4.5, RIM BlackBerry OS 4.6, RIM BlackBerry OS 4.7, RIM BlackBerry OS 5.0, RIM BlackBerry OS 6.0, S60 1st Edition, S60 2nd Edition, S60 3rd Edition, S60 3rd Edition FP1, S60 3rd Edition FP2, S60 5th Edition, Windows Mobile 2003, Windows Mobile 2003 Smartphone, Windows Mobile 5.0, Windows Mobile 5.0 Smartphone, Windows Mobile 6 Classic, Windows Mobile 6 Professional, Windows Mobile 6 Standard, Windows Mobile 6.1 Classic, Windows Mobile 6.1 Professional, Windows Mobile 6.1 Standard, Windows Mobile 6.5 Professional, Windows Mobile 6.5 Standard
Similar Software:
Nerves Database for HanDBase Sample database of all nerves in body, their source, branches, whether they are motor, sensory or both, etc
Wherditgo for HanDBase Wherditgo for HanDBase - Small Expense/Checkbook applet. With the conveniences of online banking, check cards, and ATM cards has come the confusion of never knowing what funds are in what account and more importantly never knowing how money so quickly disappeared from an account
Arthridites for HanDBase A database with descriptions of clincial and pathologicla features of many arthridites
IP Address for HanDBase This database is made for network administrators. It stores all the rights of each computer and its IP address
WW Food Selections for HanDBase WW Food Selections for HanDBase - Database file containing foods and point value based on Weight Watcher guidelines. This file is an update with new food items. This database can be used alone or serve as an update file for the Weight Loss and Weight Watchers database files and the Cooking With Points database files. Contains a Restaurant Database Link file
WorldHolidays for Pocket PC 2005 WorldHolidays for Pocket PC 2005 - This application is also available as part of the MegaPack application library! MegaPack gives you a library of almost 100 full featured applications in eight different categories
Food Stop for HanDBase Food Stop for HanDBase - I hate wasting time at the fast food counter figuring out what everyone in the family wants. I have set up a basic form allowing choices from pop-up lists to help keep track of everyone's food request
FishKeeper for HanDBase FishKeeper for HanDBase - For the fisherman/woman to keep track of fishing trips. Sort by conditions, species, fly or bait, as well as other conditions like weather. Find the best conditions etc. Data is just for example. PopUps need updated for personal interests especially Fly/Bait Used PopUp