Magic Portfolio is a customer relationship management product, with which the user enhances his image as a hi-tech professional and thereby creates a great recall in the minds of his customers. It empowers him anticipate, address and deliver consistent, efficient customer care that contributes to long term business profitability. Technically speaking, Magic Portfolio is a wizard based software application. It creates the presentation software to be provided to customers on a CD.
The software provided on the Customer CD has a user friendly and classy interface. Though it helps in customer servicing, it creates a great brand image and generates excitement amongst the customer base.
- Collate insurance, investment, pre-sales, post-sales presentations and any other useful data to be provided on the customer CD.
- Acquire scanned images of all the important documents such as Policy bonds, Premium Receipts etc.
- Collate insurance product information to be provided on your customers CD.
- Enables you to create an “About Myself” section for the Customers CD.
- Useful forms which may be handy at anytime, such as Passport application form, Income Tax Saral form etc.
- Print stickers for the customers CD for branding yourself and personalize the CD in the name of the customer.
- Insurance Products Information.
- Customer’s Insurance and Investment related presentations i.e. Comprehensive Insurance Chart, Premium Calendar, Cash flow Chart etc.
- Magic plans/ Wonder Plan presentations.
- Printable useful forms, i.e. various insurance and investment calculators.
- Enables you to create a CD using two types: Portfolio and Profile.
- E-docket system which helps to keep the documents in a cohesive manner after collating it from the customers.
- The content configuration system enables you to get the details about the life, non-life insurance plans and small saving schemes. As it is linked with ECRMagic, the customers can get the latest details about any plan by clicking on the “Get latest data from Web” tab.
- With the Print labels on CD, Data Management, CD writer configuration and customized content options. A big CD, Mini style CD and a rectangle CD (visiting card style) can be created using this software along with pre-printed and printing sticker types, and sizes A4 and A5 respectively.
- Other items of family interest such as stress relievers (games), Recipe Books with both vegetarian and non-vegetarian recipes etc.