Wonder Plans  
  Policy Servicing
& CRM
 
  Back-Off. Management  
 
  Multi-Lingual
Pack
 
  MagicSMS Pro  
  Magic Portfolio  
 
 

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:

 
 
POLICY PORTFOLIO PRESENTATIONS
  • Comprehensive Insurance Charts
  • Family Premium Calendars
  • Family Cash Flow Charts
  • Composite Premium Calendar (LIC+GIC)
  • Insurance & Investments Chart
 
PROPOSAL FOLLOWUP
  • Pending Proposals List
  • Completed Proposals List
  • Requirements Checklist
 
POLICY INFORMATION SYSTEM
  • Policy Registers
  • Policy Current Status Registers
  • Policy Status Report
  • Client Datasheet
  • Deposits / X-Charge Register
 
PREMIUM MANAGEMENT SYSTEM
  • Premium Due Statements
  • Premium Outstanding Statements
  • Lapsed Policy Statements
  • Premium Deposit Registers
  • Premium Certificates
  • Due, Outstanding and Revival Reminders
  • Premium Ledger
  • Last Premium Due Statement
 
CUSTOMER RELATIONS MANAGEMENT
  • Birthday Statement and Greetings
  • Seasonal & Festival Greetings
  • Wedding Anniversary Statement & Greetings
 
INSURANCE CALCULATORS
  • Premium Quotations with Backdating
    Interest
  • Revival Quotations
  • Loan / S.V. Quotation
  • Loan Interest Quotation
  • Bonus Calculation
  • Discounted Value Calculation
  • Yield Calculation
 

OTHER POLICY SERVICING REPORTS

  • Loan and Loan Interest related reports
  • Maturity Reports
  • Survival Benefit Reports
  • Conversion Due Statement
  • Age Attainment Report
  • Inadequate DAB List
  • Annuity Related Reports
 
OTHER CUSTOMER SERVICE SUPPORT TOOLS
  • Correspondence System
  • User Defined Reports
  • Underwriting Information
  • Library of Forms
  • Synopsis of Recent Circulars
 
 
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