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| This module has everything that is needed to manage your back-office tasks such as record keeping of customer and policy data, commissions reconciling. |
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| ANALYSIS AND STATISTICS |
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Age Groupwise business
- New versus Repeat business
- Sum to Lives Ratio
- Sum to Premiums Ratio
- Areawise business Analysis
- Commission Analysis
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Planwise business
- Monthwise Commission Analysis
- Commission Forecasts
- Business History Statistics
- Club Eligibility Monitor
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| COMMISSION MANAGEMENT SYSTEM |
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Commission Outstanding List
- Gap Commission Outstanding
- Short / Excess Commission Report
- Commission Summary
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Commission Bill
- Commission Ledger
- Deductions Summary
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| PERSONAL ORGANISER |
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Magic Alert System
- Appointments Diary
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Task Management System
- Contacts Diary
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