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  Wonder Plans  
  Policy Servicing
& CRM
 
  Back-Off. Management  
This module has everything that is needed to manage your back-office tasks such as record keeping of customer and policy data, commissions reconciling.
 
 
ANALYSIS AND STATISTICS
  • Age Groupwise business
  • New versus Repeat business
  • Sum to Lives Ratio
  • Sum to Premiums Ratio
  • Areawise business Analysis
  • Commission Analysis
  • Planwise business
  • Monthwise Commission Analysis
  • Commission Forecasts
  • Business History Statistics
  • Club Eligibility Monitor
 
COMMISSION MANAGEMENT SYSTEM
  • Commission Outstanding List
  • Gap Commission Outstanding
  • Short / Excess Commission Report
  • Commission Summary
  • Commission Bill
  • Commission Ledger
  • Deductions Summary
 
PERSONAL ORGANISER
  • Magic Alert System
  • Appointments Diary
  • Task Management System
  • Contacts Diary
 
 
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