Our LIC has released the completely redesigned full version of popular CLIENT MANAGEMENT SOFTWARE (Windows Version) for free. The full version of Client Management Software will be an excellent tool to manage all your clients in a single place.
Two important facilities provided in this software includes ability to create a Due List for any month and Late Fee and Revival Amount calculation for all the included policies in a single process.
Client Management Software is developed keeping in mind the needs of Insurance Advisers and Development Officers, but it can be a handy tool for any marketing official as well.
Main Features of Client Management Software
Client Management Software provides following facilities in a user friendly manner.
- Customer Management
- Policy Management
Complete details of policies of individual customers can be added through this module. Any number of policies can be added under each customer. Policies can be accessed any time using special reports generated.
- Manage Appointments
Appointments of your clients can be easily managed through this module. Date, Time and type of contact can be recorded here which can be accessed through reports.
- Due List Creator
- Revival Calculator
- Download Premium and Benefit Calculator of LIC Policies.
- Download a software to calculate the revival amount of LIC policies
- Health Insurance plan – Jeevan Arogya- Benefit calculator.
- How to use LIC’s e-Services to track your policies
- Know all about income tax rules applicable to Insurance Policies.
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