Insurance companies
Maintain the providers your business works with, including status, contact context and notes, without tying a policy permanently to one company.
Insurance management
Insurance sales, company commission, referrals and policy documents without mixing the ledgers
Manage providers and reusable policy types independently, record policy numbers and sale-specific pricing, track what Insurance Companies owe through My Commission, and settle referral payables in a separate ledger.
Providers Policies My Commission Referrals Invoices & receipts
Insurance workflow
Manage insurance providers, reusable policies, sales and customer documents in one dedicated workspace.
Insurance is separate from Inventory and formal Accounting. Providers and policy types are maintained independently so the same policy can be sold through different insurance companies.
Reusable policy catalogue
Create policy types once, such as comprehensive or third-party cover, then select any active policy with any active provider when making a sale.
Customers
Use walk-in customers, existing customers or create a new customer within the sale flow while preserving persistent customer identity.
Customer documents
Generate Invoice, Receipt and editable temporary Invoice documents using the workspace identity, customer details, policy number and transaction information.
Reports
Filter insurance sales by date, provider, policy and customer, then review commission-focused or full financial views.
Controlled access
Insurance is an administrator-controlled module and follows the workspace and team permission boundary rather than relying on a hidden navigation card alone.
Sale pricing & commission
Keep gross premium, provider cost, customer selling price and earned commission mathematically distinct.
Insurance pricing is entered when the policy is sold because the same policy can have different provider costs and customer prices across transactions.
Gross Premium
The insurer's normal premium or reference value for the transaction.
Purchase Price
What the Insurance Company charges your business for that policy.
Sale Price
What your business actually charges the customer.
Company Commission
Gross Premium minus Purchase Price: the original commission available before a customer discount.
Customer Discount
Gross Premium minus Sale Price: the amount of the reference premium passed back to the customer.
My Commission
Sale Price minus Purchase Price: the actual earned commission or loss for the sale.
My Commission, cancellations & opening balances
Track what each Insurance Company still owes without rewriting the original sale.
Commission receivables are settled through their own ledger so partial payments, opening balances, cancellation deductions and receipt history remain auditable.
Opening outstanding balance
Enter commission already owed before moving to Triplem VIP, with company, date and explanatory note, without creating fake historical sales.
Partial or combined receipts
Record one company payment against one or several selected commissions. Fully covered items close while any remainder stays outstanding.
Policy cancellation
Record cancellation date, policy usage duration, reason and commission deduction while preserving the original policy sale.
Commission deductions
Post a cancellation deduction against the same sale's commission receivable or retain it for later company settlement.
Payment history
Keep receipt, allocation and deduction history with date, time, reference and notes.
Top totals
Review Total Commission, Total Commission Received and Balance to Receive, including imported opening balances.
Referral commissions
Keep referral payables separate from the commission the Insurance Company owes your business.
A referral can be selected from the existing referral directory or created during the sale. Referral commission is tracked as a separate payable and never reduces the company-facing My Commission receivable.
Reusable referral directory
Choose an existing referrer instead of retyping the name for every policy, or add a new referrer in the same compact sale workflow.
Grouped referrer ledger
Each referrer appears once in the main list. Open that person to see every linked policy transaction and commission.
Partial payments
Pay referral commission fully or partially while keeping the remaining amount outstanding.
Policy-level detail
See provider, policy, policy number, sale reference, customer, date, commission, paid amount and outstanding balance per referral transaction.
Policy number, documents & reporting
Carry policy identity into customer-facing documents while keeping internal margins private.
The policy number is stored with the sale and appears on Insurance Invoice, Receipt and editable temporary Invoice documents. Internal purchase cost and commission data remain separate from customer-facing documents.
Document boundary
Customer documents show customer-relevant policy and sale information. Internal Purchase Price, My Commission, company settlement history and referral payable details are not exposed merely because they exist in the internal Insurance ledger.
Global currency support
International finance for supported currencies and regional workflows.
Triplem VIP currently supports AED, SAR, PKR, USD, EUR, INR and BTC where applicable, while regional subscription presentation can use a supported local billing currency.
Central currency formatting
Supported modules use the workspace currency configuration and dedicated symbol-font rules instead of hardcoding one dollar symbol.
Regional context
Users can operate the finance workspace internationally while tax, statutory and reporting obligations remain jurisdiction-specific.
Documents and reports
Where supported, invoices, receipts and reports follow the same configured currency presentation as the underlying workspace records.