Wealth Management Ecosystem

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Insurance Products

Visual Magic Pro is an offline desktop based end to end business solution for LIC agents.
  • Intelligent Alerts Module for effective Policy Management
  • System aided Customer Portfolio Management
  • Commission Tracking with in-depth Business MIS module
  • Correspondence Module, offering convenience and simplicity in communications
  • Paperless Office Module, allowing digital documentation and archival
  • Task Management & Appointments Module, to make the most of your employee productivity
  • Tools Module including Advance Need Analysis Tools and Financial Calculators
  • The crème de la crème of L.I.C. agents use this software for their entire business operation
Add-on Modules
  • Magic Bill
  • Magic Forms
  • Prospect Management
    • Prospective Clients List
    • Prospect Analysis
    • Advanced Prospecting Tool
    • Inadequate DAB Cover List
  • Insurance Need Analysis
    • Insurance Counsellor
    • Optimum Insurance Analysis
    • Wealth Potential Analysis
    • Insurance Gap Analyzer
  • Plan Combination Presentations

    Users can create plan combinations with various plans to customize and suit the requirements of their clients for retirement, child future protection or financial planning

  • Comparison Illustrations
    • LIC v/s Market Comparison
    • LIC v/s PPF

Manage Your Customers And Policies Effectively

  • Customer Relations Management
    • Birthday Statement and Greetings
    • Seasonal & Festival Greetings
    • Wedding Anniversary Greetings
  • Premium Management System
    • Premium Due & Outstanding Statements
    • Lapsed Policy Statements
    • Consolidate service report
    • Premium Deposit Registers, Certificates
    • Due, Outstanding and Revival Reminders
    • Premium Ledger
    • Last Premium Due Statement
  • Personal Follow Up
    • Pending Proposals List
    • Completed Proposals List
    • Requirements Checklist
  • Policy Portfolio Presentation
    • Comprehensive Insurance Charts
    • Family Premium Calendars
    • Family Cash Flow Charts
    • Composite Premium Calendar(Life Insurance + General Insurance)
    • Insurance & Investments Chart

Automate Your Operational Processes And Work Efficiently

  • Analysis and Statistics
    • Age Group Wise business
    • New versus Repeat business
    • Sum to Lives Ratio
    • Sum to Premiums Ratio
    • Area wise business Analysis
    • Commission Analysis
    • Plan wise business
    • Month wise Commission Analysis
    • Commission Forecasts
    • Business History Statistics
    • Club Eligibility
  • Commission Management System
    • Commission Outstanding List
    • Gap Commission Outstanding
    • Short / Excess Commission Report
    • Commission Summary
    • Commission Bill & Ledger
    • Deductions Summary
  • Personal Organiser
    • Magic Alert System
    • Appointments Diary Task Management System
    • Contacts Diary

Now accomplish more with Visual Magic pro's New Add-on Module "Commission Bill Import". Do-not waste time in entering your commission bill data. Datacomp presents a brand new add-on module "Commission Bill Import" in VMPro. which will help you automate your commission statements in just a click.

  • Import your Commission Data
  • Recover your outstanding, Short and Gap Commission
  • Track your Performance for MDRT & Club Membership
  • Monitor Your Business
  • Automated Commission Forecast & Commission Analysis Report
  • Auto update FUP

Now, gone are the days when you had to manually fill up various LIC forms. With the newly launched feature “Magic Forms”, create Automated NB and Policy Servicing Forms in Visual Magic Pro in few easy steps.

  • With this Newly Added Feature, now you can:
    • Fill forms in just few seconds
    • Send Pre-filled forms to your customers in a PDF Format
    • Send editable PDFs (Customers can edit any information if required)
    • Attach Multiple Forms in a Single Mail
    • Send NB Forms like Form No 300 / 340 / 360 etc.
    • Edit/Fill up Policy Servicing Forms like NEFT Form / Loan Form / S.V. Form / Change Of Nomination etc
A pre-sales and post-sales application on android tablets & smart phones

Your customer has evolved over the years. Today he is insurance aware and highly demanding in terms of quality and speed of service. He has many options to choose from as 25 life insurance companies, 25 lac agents and multiple other channels are offering attractive insurance solutions to him.

Datacomp has several mobile and tab based applications for intermediaries
  • A very powerful pre-sales application which empowers the advisors on the field.
  • It generates effective and visually striking presentations in seconds.
Engage with your customers at any place , anytime
  • Insurance Concepts
    • Happy Retirement
    • Why Plan Now
    • Why LIC
    • Gift your childs dreams
    • 10950
    • Perfect Couple
  • Need Analysis Tools
    • Human Life Value Calculator
    • Wealth Protection Calculator
    • Retirement Needs Calculator
    • Child Education Savings Calculator
  • Magic Plans
    • Retire & Enjoy
    • Jeevan Ka Saathi
    • Magic Mix
    • Protect and Earn
    • New Bal Suraksha
  • Plan Presentations
    • All Plans
    • Endowment Plans
    • Whole Life Plans
    • Single Premium Plans
    • Money Back plans
    • Children Plans
    • Retirement Solutions
    • Pure Protection Plans
    • health Insurance Plans
    • ULIP Plan
  • Options Planner
    • Product Returns Spreadsheet
    • Premium Budget Wise Options
    • Maturity Wise Options
Easy and quick to use. Highly affordable
  • Create and Add Customers & Policies
  • Get all possible servicing reports such as:
    • Inforce Policies
    • Premium Due
    • Outstanding
    • Lapsed
    • ULIP policies
    • SB Policies
  • Get Forms and Circulars
  • Schedule Alerts such as:
    • Premium due alerts
    • Lapsed Policy Alerts
    • Birthday Alerts
    • Maturity Alerts
Increase your sales power - sell more, earn more
  • Insurance Calculators
    • Latefee / Revival Calculator
    • Medical Requirements
    • Backdating Insurance Calculator
    • Settlement Option
    • BMI Calculator
  • Financial Calculators
    • How far is my Goal
    • Saving Needed to reach Goal
    • Yield (IRR) Calculator
    • Fixed Deposit Returns
    • Recurring Deposit Returns
    • EMI calculator
Establish your online identity with a beautifully designed website
  • Interactive information dissemination system facilitating e-portfolios
  • Synchronized e-mail system allowing easy scheduling and execution of respective reminder / acknowledgement / promotional communications
  • Large document repository including festive / topical e-greetings viz. Diwali / New Year / Birthday / Anniversary greetings etc
  • Tools and Planners to drive marketing effectiveness and maximize marketing spend
  • Data synchronization with VM PRO allowing you to build strong relationship with customers through proactive and attentive service quality
Enhance your professional image and be on top of your competition
  • Online insurance portfolio
  • E-portfolio
  • E-greetings
  • Data synchronization with VM PRO
  • Interactive information dissemination system
  • Policy based intimation system
  • Tools and Planners
  • User-friendly GUI — No HTML required
  • Change your personal information anytime
  • Create your website in just 10 Mins
  • Policy Intimations: Premiums Due, Premiums Outstanding, S.B. Due, Maturities, etc. are automatically e-mailed or sent by SMS to your customers
  • Synchronized e-mail system
Delight your customers with real time access to their portfolio
  • Online Payment for LIC Premium
  • Make Life Insurance and Mutual Fund Portfolios easily accessible to customers online
  • Mutual Fund NAV, Current Asset Value, and Investment Status including Profit & Loss Reports (Individual / Family) — Updated in Real Time
  • Simplified Policy Servicing through Automated Policy Capture
  • Provide useful features such as Insurance Charts, Premium Calendar, Cash Flow Chart, and Policy Status
Experience the new energy in your health insurance business
  • Mobile Health Magic (MHM) is complete suite of presales tools required by an advisor to effectively sell health insurance products to his customers
  • It comprises of premium calculators, product feature lookups and comparisons of health insurance policies offered by various Health and General Insurance Companies in India

Nowadays, health insurance is not a choice but a must have for everyone. With growing diseases and lifestyle changes it is imperative that one protects oneself for various illnesses through a comprehensive health plan. Growing medical costs can erode one’s savings.

Our Health Magic app is specially designed to ensure a comparison between 20 Health Insurance companies.

  • Health Magic app is an ideal tool for handling your client queries if they ask regarding other plan comparisons
  • There is too much information available in the market & at times this leads to confusion in your client’s mind. Our app helps you to offer your best plans
  • Now compare many health plans in a jiffy
  • Updated information regarding plans is available in our app
  • Compare 20 companies plans and offer the best solution as per your client’s requirements

Disclaimer – Health Insurance companies in our app will be displayed, subject to their premium rates available for those companies.

Mobile and tab based application for intermediaries
  • Multi-User facility available at no extra cost
  • Provide On-the-Spot Advice such as Loan Availability
  • Service New Leads Any Time, Anywhere
  • Expand the Locations and Occasions of Customer Engagement and Sales
Develop and build your agency business with relevant market information
  • MagicGyan is a subscription based knowledge portal / mobile application for insurance advisors
  • It has been subscribed by 25,000+ advisors
  • It's marketing and informative content on Insurance and Finance is specially designed for Insurance advisors to share with their clients
  • Downloadable marketing material
Access tools and resources for your sales and marketing
  • Combo Plans: Innovative Insurance plan combinations to meet the specific need of the Customer. Datacomp pioneers in unique combinations which are created to suit specific client needs, be it retirement, child future protection or financial planning
  • Marketing SMS: Innovative Marketing Communications providing plan benefits which inspire your customer to buy Life Insurance
  • Top News/Articles – We bring to our advisors what is important to them, from various newspapers like Times of India, Economic Times, Financial Express etc. News that impacts them and their clients which is sharable on various platforms like whats app, emails, facebook etc
  • Downloadable Brochures: Marketing brochures created by us have concepts and plan related information, compelling the reader to rethink his/her insurance needs
  • Personalized Greetings: Our Greetings for festivals, birthdays, anniversaries & special occasions equip our advisors to be in regular touch with their clients and manage their CRM efficiently
Magic Finmart is a business enabling digital platform for Financial Advisors / Agents brought to you by India’s leading technology solution provider Datacomp Web Technologies (I) Pvt. Ltd. Through this application, any insurance agent can buy a suite of insurance and loan products for their end customers, online in just a few clicks
  • Today, as an Agent, you are only able to offer limited range of products, that form only a small part of the total investment and savings, of your customer. Hence your limited interaction….
  • Given that the need of the hour for you is to enhance your relationship with customer, we at Datacomp are pleased to launch an online platform through which you can add more products in your kitty to sell, penetrate more and hence earn more.
  • It's marketing and informative content on Insurance and Finance is specially designed for Insurance advisors to share with their clients
  • So, get ready to become the next generation financial services provider and meet all financial needs of your customers, with Magic Finmart.
For more details go to our website:
  • Insurance
  • Private Car Insurance

  • Health Insurance

  • Travel Insurance

  • Cancer Care

  • Home Insurance

  • Professional Indemnity

    • Loans
  • Home Loan

  • Loan Against Property

  • Credit Cards

    • More Services
  • Fin Peace