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Ref No	FIO	TAT	Date	Client	Dep	Tag	Region	Veh No	Insured	OPMV No	Claim	Status	Actions

TAT Wise Cases

Sorted by TAT Criticality (Maroon > Red > Orange > White > Green)

Actions	Status	Ref No	FIO	TAT	Date	Client	Dep	Tag	Region	Veh No	Insured	OPMV No	Claim

Case Details

Reference Number

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Status

-

Department

-

Tag

-

Client

-

Date of Entrust

-

Region

-

Location

-

Vehicle No

-

OPMV Number

-

Insured Name

-

Policy No

-

Claim No

-

Assigned FIO

-

Assigned Backend

-

Case Progress

Case Documents (PDF)

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Date	Remark	Link	Actions

Case Visit Data

Visit Type	Attended Date	Completed Date	Attended By	Fee	Remark	Actions

Case Report

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Date	File Name	Action

Case Expense Details

Expense Type	Date	Remark	Amount	Actions
Other Expenses Total:			₹ 0
Grand Total (FIO + Others):			₹ 0

Activity Log

Date & Time	Action / Status	Updated By	Remark

Investigation Report

Case No. and Location of Tribunal
ITGI File No.
Policy / Cover Note No.
Policy Period
Name and Address of Insured
Insured Vehicle No., Make and Model
TP Vehicle No., Make and Model
TP Insurance Co.
Name and Address of Claimants

Understanding of the accident in detail from Police Records/Documents

1. Name(s) of all the injured / deceased:

No.	Name	Status
1.
2.

2. (A) Vehicles' Details:

	Insured Vehicle Details	Opponent Vehicle Details	Other Vehicle Details
Registration No.
Engine No.
Chassis No.
Vehicle Type
Name of Owner
Name of Driver

2. (B) Details of Permit/Fitness:

Permit No, Type of Permit and Validity
Fitness of Insured Vehicle with Validity

3. Details obtained from Driving License/s:

3 A. DL Details of Driver of Insured Vehicle:

Details of Licence	Licence No. and RTO	Type	Dates of Issue and Expiry	Vehicles Authorised to Drive as per DL	Does the authorization match...

RTO Extract enclosed as Annexure No.

Name of Driver of TP vehicle:

Details of Licence	Licence No. and RTO	Type	Dates of Issue and Expiry	Vehicles Authorised to Drive as per DL	Does the authorization match...

Smart Card / Book

3 A. DL Details of Driver of Insured Vehicle

Full Name
License No.		Issuing RTO
Issue Date		Valid Upto (Nontransport)
Valid Upto (Transport)		Type
Badge No.		Auth. to Drive
Smart Card?

3 B. DL Details of Driver of TP Vehicle

Full Name
License No.		Issuing RTO
Issue Date		Valid Upto (Nontransport)
Valid Upto (Transport)		Type
Badge No.		Auth. to Drive
Smart Card?

4. Spot, Station Diary and F.I.R. details

	No.	Date	Time
Spot of Accident	-	-	-
Station Diary Entry
F.I.R.

5. Spot Panchnama details:

Date Of Panchnama
Time
Whether the vehicles involved were seen at the Spot...
Whether the details of damages suffered have been noted...

6. Details of Complainant (Name and basis of involvement):

7. Details of PM Report:

Name of the deceased
Date of Post Mortem
Time of Post Mortem
Cause of Death
Age of the Deceased

8. Details of Injury Certificate/s:

Name of the Injured
Name of the Hospital/Doctor
Date of Admission/Inception of Treatment
Date of Discharge/ Conclusion of Treatment
Injury/Disability Details
RTI mentioned or Not
Brief

Sigma Organization Profile

Basic Details

Company Name

Address

Contact Number

Contact Email

GST Number

PAN Card Number

Firm Reg. Number

Firm Incorp. Date

Udyam Reg. Number

Udyam Reg. Date

Office Permit Number

Banking Details

Bank Account Type

Bank Name

Branch Name

Account Number

IFSC Code

MICR Code

Brand Assets (Images)

Visiting Card

Header Image

Footer Image

Signature Image

Seal Image

Logo Image

Fancy Logo Image

Letter Head

Profile Documents (PDF)

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Date	Remark	Link	Actions

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Reference Number (Read-Only)

Status

Department *

Tag *

Date of Entrust *

Entrusted Company (Client) *

Region *

Inspection Location

Vehicle Number

OPMV Number

Insured Name

Policy Number

Claim Number

FIO Assigned (Hold Ctrl/Cmd to select multiple)

Backend Assigned

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Case Reference Number (Proposed)

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Department *

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Entrusted Company (Client) *

Region *

Inspection Location

Vehicle Number

OPMV Number

Insured Name

Policy Number

Claim Number

FIO Assigned (Hold Ctrl/Cmd to select multiple)

Backend Assigned

Employee Management

ID	Name	Designation	Mobile	Date of Joining	Status	Actions

Employee Name

Employee Details

Employee ID

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Designation

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Employment Type

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Status

-

Date of Joining

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Contact Information

Mobile

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Email

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Address

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Bank Details

Bank Name

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Branch

-

Account No

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IFSC Code

-

Employee Documents (PDF)

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Name*

Employee ID*

Designation

Employment Type

Mobile*

Email

Date of Joining

Status

Bank Details

Bank Name

Branch

Account No

IFSC Code

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Name*

Employee ID*

Designation

Employment Type

Mobile*

Email

Date of Joining

Status

Bank Details

Bank Name

Branch

Account No

IFSC Code

Client Management

Client Name	Department	Contact Person	Contact	Status	Actions

VISIT FORM

Case Summary

Reference No: -

Insured: -

Vehicle No: -

Claim No: -

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Client Name

Client Details

Department

-

GST No

-

Status

-

Address

-

Contact Person Details

Name

-

Mobile

-

Email

-

Portal & Vendor Details

Vendor Code

-

Website Link

-

User Name

-

Password

******

Client Documents (PDF)

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Date	Remark	Link	Actions

User Management

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Existing Users

Email	Role	Linked Employee	Created At	Actions

Fee Bill Details

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0 Inv No	Date	Client / Company	Case Ref	₹0 Total Fee	Status	₹0 Payment	Action

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1. Select Case (Report Submitted List) *

Invoice Number *

Invoice Date *

Report Reference Number

Report Date

BILL FROM (Provider)

BILL TO (Client)

POLICY & CLAIM REFERENCES

Insured Name

Claim No

Vehicle No

OPMV No

Policy No

Investigation Type

FEE PARTICULARS

Description

HSN/SAC

Amount (₹)

GST Applicable

CGST+SGST IGST

Sub Total ₹ 0.00

CGST (9%) ₹ 0.00

SGST (9%) ₹ 0.00

TOTAL ₹ 0.00

Authorised Signatory

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Case Documents (PDF)

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Case Visit Data

Case Report

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Case Expense Details

Activity Log

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Basic Details

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Profile Documents (PDF)

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Contact Information

Bank Details

Employee Documents (PDF)

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Bank Details

Bank Details

Case Summary

Field Visit Photos

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Field Visit Videos

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Portal & Vendor Details

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