| Management |
BDS - All access |
All access |
| Finance |
BDS - Policy Transaction |
Policy | Endorsement | Statement Upload |
| BDS - Report |
TAT wise | ACM Status wise | ACM TAT wise |
| BDS - Pending Actions |
Finance Team |
| BDS - Masters |
Vehicle | CD |
| BDS - Documents |
✓ |
| Business |
BDS - Policy Transaction |
Policy | Endorsement |
| BDS - Report |
TAT wise | ACM Status wise | ACM TAT wise |
| BDS - Pending Actions |
Business Team |
| BDS - Masters |
Vehicle | CD |
| BDS - Documents |
✓ |
| POS |
BDS - Policy Transaction |
Policy | Endorsement |
| BDS - Report |
BDS, TAT wise | ACM Status wise | ACM TAT wise |
| Enrollment |
Inception File Upload |
All access |
| Claims |
Claims |
All access |
| Sales |
LEAD |
Lead creation | RFQ creation |
| Business Support |
LEAD |
All access |