 |
| |
| Agent Information |
- Agent Registers
- Mailing List of Agents
- Marriage Anniversary List & Greetings
- Birthday List & Greetings
- Prospective Agents List
|
| |
| Agent Performance Analysis |
- Ranking Lists of Agents (Sum Assured wise/ No.of lives wise/ Premium wise)
- Current v/s Previous Year's Comparison
- Income Analysis of Agents
- Agencywise business History
- Target v/s Actual Performance
|
| |
| Agent Support System |
- Proposal Information - Completed Proposals Registers (Completion of Date wise / Agency wise / Reg. Date wise / Proposal No. Wise / Sum Assured wise / Prop. Group No. wise)
- Pending Proposals Lists - Agency wise / Regn. Date wise / Proposal No. Wise / Sum Assured wise / Prop. Group No. wise
|
| |
| Policy Records/ Services |
- Policy Registers (Policy No. wise / Policy Holderwise / Commencement Datewise / Completion Datewise / Table No. wise / Mode of Payment wise)
- Policy Status Report
- Revival Quotations for Lapsed Policies (Ordinary / Special - Policy No. wise, On-line Query. / by Loan / by S.B)
- Surrender Value / Loan / DiscountedValue Quotations
Premium Due Statements (Due Date wise / Policy Holder wise /Policy No. wise)
- Outstanding Premiums Statements (Due Date wise / Policy Holder wise /Policy No. wise)
- Lapsed Policies Statement with Revival Calculations (Due Date wise / Policy Holder wise /Policy No. wise)
- Policy Maturity Statements (Maturity Date wise / Policy Holder wise)
- Survival Benefit Statements (SB Date wise/ Policy Holder wise)
- Conversions Statement (Conversion Due Date wise/ Policy Holder wise)
|
