Available in two Modules
 
FEATURE Standard Professional

Customer Management

Policy Management

Premium Deposit Tracking

ULIP Transactions Management

Commission Tracking System

-

Insurer Downloads

-

Product Downloads

NAV Downloads

-

Brochure Downloads

-

NAV Data Entry

Policy Reports

Policy Servicing Reports

Premium Calendar

Cash Flow Chart

Comprehensive Insurance Chart

ULIP Fund Reports

Policy Fact Sheet

Product Fact Sheets

Fund MIS

-

Customer MIS

-

Productivity MIS

-

Policy Snapshot

Personalized Brochures

-

Presales presentations

-

Financial Calculators

Paperless Office System

-

Integration with Magic SMS

Integration with Magic Portfolio

MRP**

3990

5990

Data subscription (2nd year onwards)

N.A.

1000

 
 
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