Client Management (Free software)

Now You Can Download Completely redesigned full version of Client Management software from here. The new version includes so many enhanced features than the older version. Please check it by clicking here.


Client Management is a useful and user friendly software created by me especially for the agents and Development Officers of Life Insurance Corporation of India, who need to manage large number of clients in their day to day activity.

This software helps to keep track of the list of the clients, their address, phone numbers etc. A special module is provided to enter the policy details of the clients. Policy number of any client can be accessed and edited easily. Appointments and meetings also can be managed easily. Reports are provided for viewing and printing address, Phone numbers,
Appointments etc.
On starting the software you will be prompted on enabling the macros. You can trust this software and please feel free to enable the macros. If such a message is not coming you will have to check the macro security level of your system and lower the level if needed.

Download Client Management.

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Anish L J

He is a Finance, Insurance and Software consultant with more than 18 years of experience in these fields. He thoroughly follows developments in insurance and finance. 'Our LIC' (www.ourlic.in) is his endeavor to provide simple and solid solutions internal and external customers of Life Insurance Corporation of India.

Anish L J

He is a Finance, Insurance and Software consultant with more than 18 years of experience in these fields. He thoroughly follows developments in insurance and finance. ‘Our LIC’ (www.ourlic.in) is his endeavor to provide simple and solid solutions internal and external customers of Life Insurance Corporation of India.

23 thoughts on “Client Management (Free software)

  • November 22, 2009 at 2:01 pm
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    ANISH SIR GREAT SOFTWARE . VERY USEFUL IN REAL LIFE.
    NO WORDS FOR YOUR MAGIC.

    THANKS.

    Reply
  • June 10, 2011 at 1:09 pm
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    Great work Anish. See if you can accommodate some help and tooltips for each fields.

    Thanks

    Reply
  • June 10, 2011 at 1:09 pm
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    the thing i have been searching for . many many thanks for your kind service to the lic agents of india . thanks and keep going

    Reply
  • July 13, 2011 at 6:17 am
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    please teach how to use the software.. how to install?

    Reply
  • March 11, 2012 at 2:45 pm
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    great work sir and very thoughtful of you providing this software free. Thank you for making this software sir

    Reply
  • December 19, 2015 at 1:45 pm
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    super sir
    I am not insurance agent..
    but software is very good….
    I am bank dsa business.. very use ful..

    Reply
  • December 19, 2015 at 1:45 pm
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    Great work, Thanks and a sincere appreciation.
    Can you please add a table for Premium Calendar and then in the report section – Generate a report for Customer + Policies + Premiums for the current month

    Reply
  • December 19, 2015 at 1:45 pm
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    Great work, can please add the premium calendar for each policy and then generate a report of Customer + Policies + Premium for the current month?

    Reply
  • December 19, 2015 at 1:50 pm
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    Hey i am not able to Download the complete software?
    Where can i get it?

    Thank You
    Dheeraj

    Reply
  • December 19, 2015 at 1:50 pm
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    Hi Anish,

    When i open the .mdb file it says 'too many active users'. I am using access 2007. is ur software compatible with 2007 version? plz advise?

    Reply
  • December 19, 2015 at 1:50 pm
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    Sir, Its a great Job. Thousand time thanks to you and respect your work.

    Reply
  • February 23, 2016 at 2:17 pm
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    Can I dowld the software in Android mobile.?.I can't open it.give me ur valuable suggestions

    Reply
  • February 25, 2016 at 5:47 am
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    This software is for Windows only.. I ll try to provide an android version soon..

    Reply

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