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

1
Access Master Data

Navigate to master data section from admin dashboard.

2
Add or Import

Add items manually or bulk import from Excel/CSV files.

3
Configure Details

Set properties, logos, commission rates, and ordering.

4
Use Everywhere

Master data automatically available in all modules.

Related Features

Policy Management

Use master data for policy types, insurance companies, and addons.

Learn More →
Quotation System

Insurance company data and addon covers for quotation generation.

Learn More →
Claims Management

Document type master data for claim processing workflows.

Learn More →

Ready to Centralize Your Data?

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