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Agent Information
  • Agent Registers
  • Mailing List of Agents
  • Marriage Anniversary List & Greetings
  • Birthday List & Greetings
  • Prospective Agents List
 
Agent Performance Analysis
  • Ranking Lists of Agents (Sum Assured wise/ No.of lives wise/ Premium wise)
  • Current v/s Previous Year's Comparison
  • Income Analysis of Agents
  • Agencywise business History
  • Target v/s Actual Performance
 
Agent Support System
  • Proposal Information - Completed Proposals Registers (Completion of Date wise / Agency wise / Reg. Date wise / Proposal No. Wise / Sum Assured wise / Prop. Group No. wise)
  • Pending Proposals Lists - Agency wise / Regn. Date wise / Proposal No. Wise / Sum Assured wise / Prop. Group No. wise
 
Policy Records/ Services
  • Policy Registers (Policy No. wise / Policy Holderwise / Commencement Datewise / Completion Datewise / Table No. wise / Mode of Payment wise)
  • Policy Status Report
  • Revival Quotations for Lapsed Policies (Ordinary / Special - Policy No. wise, On-line Query. / by Loan / by S.B)
  • Surrender Value / Loan / DiscountedValue Quotations
    Premium Due Statements (Due Date wise / Policy Holder wise /Policy No. wise)
  • Outstanding Premiums Statements (Due Date wise / Policy Holder wise /Policy No. wise)
  • Lapsed Policies Statement with Revival Calculations (Due Date wise / Policy Holder wise /Policy No. wise)
  • Policy Maturity Statements (Maturity Date wise / Policy Holder wise)
  • Survival Benefit Statements (SB Date wise/ Policy Holder wise)
  • Conversions Statement (Conversion Due Date wise/ Policy Holder wise)
 
 
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