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Visual Magic Pro boasts of a comprehensive module which contains an array of useful features to enable the agent to render top quality services to his policy holders. Have a look at the exhaustive list of features that this module has to offer: |
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| POLICY PORTFOLIO PRESENTATIONS |
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Comprehensive Insurance Charts
- Family Premium Calendars
- Family Cash Flow Charts
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Composite Premium Calendar (LIC+GIC)
- Insurance & Investments Chart
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| PROPOSAL FOLLOWUP |
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Pending Proposals List
- Completed Proposals List
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| POLICY INFORMATION SYSTEM |
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Policy Registers
- Policy Current Status Registers
- Policy Status Report
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Client Datasheet
- Deposits / X-Charge Register
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| PREMIUM MANAGEMENT SYSTEM |
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Premium Due Statements
- Premium Outstanding Statements
- Lapsed Policy Statements
- Premium Deposit Registers
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Premium Certificates
- Due, Outstanding and Revival Reminders
- Premium Ledger
- Last Premium Due Statement
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| CUSTOMER RELATIONS MANAGEMENT |
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Birthday Statement and Greetings
- Seasonal & Festival Greetings
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Wedding Anniversary Statement
& Greetings
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| INSURANCE CALCULATORS |
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Premium Quotations with Backdating
Interest
- Revival Quotations
- Loan / S.V. Quotation
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Loan Interest Quotation
- Bonus Calculation
- Discounted Value Calculation
- Yield Calculation
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OTHER POLICY SERVICING REPORTS |
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Loan and Loan Interest related reports
- Maturity Reports
- Survival Benefit Reports
- Conversion Due Statement
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Age Attainment Report
- Inadequate DAB List
- Annuity Related Reports
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| OTHER CUSTOMER SERVICE SUPPORT TOOLS |
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Correspondence System
- User Defined Reports
- Underwriting Information
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Library of Forms
- Synopsis of Recent Circulars
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