Archetype INS
Insurers
6 functions in scope. 3 missing and 3 partial. Planned / not in the catalog yet (suggested by legacy F500 review) for those.
Example companies
State Farm; Allstate; Progressive; MetLife; Prudential.
Source codes link to excerpts we read. Companies without a code are listed from general knowledge.
Closest Simca industry pages
Gaps for this archetype
Planned / not in the catalog yet (suggested by legacy F500 review).
Fit: C core candidate, E element candidate, X specialist: integrate or leave out.
| ID | Function | Status | Fit | Suggested module |
|---|---|---|---|---|
| N22 | Franchise and agency commission accounting | Partly in catalog Present partially | E | EMP: Employees, Roles, Time Clock & Payroll Basics |
| R14 | Account opening, KYC and lending origination | Partly in catalog Present partially | X | New module (suggested): Branch and insurance counters |
| R15 | Policy billing, premium collection and agent commissions | Gap Missing | X | New module (suggested): Branch and insurance counters |
| R16 | Claims intake and settlement payment | Gap Missing | X | New module (suggested): Branch and insurance counters |
| S09 | Data retention, legal hold and records management | Partly in catalog Present partially | C | DATA: Backup, Restore, Export & Import |
| U10 | Trust, escrow and client-funds accounting | Gap Missing | X | New module (suggested): Fund and public-sector accounting |
Functions already described in the planned catalog
| ID | Function | Status | Fit | Suggested module |
|---|