Platforms: Symbian OS, Pocket PC, Palm, Series 60, BlackBerry, Smartphone
Categories: Databases
Upload date: 3 Oct 11
Developer: Jeffrey Vernon Moey
License: Freeware
Downloads: 94 File Size: 10 Kb
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.
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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
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Customer Portfolio for HanDBase is compatible with your device Windows Mobile 6.5 Standard
