Master Data Management
Centralized management of insurance companies, vehicle databases, RTO codes, and all master data. Streamline data administration with bulk import/export, smart ordering, and dynamic seeding capabilities.
What is Master Data Management?
Our Master Data Management system provides centralized control over all reference data including insurance companies (with logos and branding), policy types, addon covers, fuel types, document types, and more. Maintain consistency across your organization with smart data organization.
Key Features
Insurance Companies
Manage insurance companies with logo uploads, branding colors, contact details, and commission structures.
Vehicle Database
Comprehensive vehicle database with make, model, variant, and year for accurate policy issuance.
RTO Codes
Complete RTO code database for all Indian states with validation and auto-suggestions.
Bulk Import/Export
Import data from Excel/CSV and export for backup or migration with validation and error checking.
Smart Ordering
Drag-and-drop ordering for display sequence with automatic numbering and position tracking.
Dynamic Seeding
Automated data seeding for new tenants with configurable default values and customization.
Why It Matters
Data Consistency
Centralized master data ensures consistency across all modules and prevents duplication.
Save Time
Pre-populated data and bulk import reduce manual data entry time by 80%.
Reduce Errors
Validated master data prevents typos and inconsistencies in policy issuance.
Easy Updates
Update master data once and it reflects across all policies, quotations, and reports.
How It Works
Access Master Data
Navigate to master data section from admin dashboard.
Add or Import
Add items manually or bulk import from Excel/CSV files.
Configure Details
Set properties, logos, commission rates, and ordering.
Use Everywhere
Master data automatically available in all modules.
Related Features
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