Client Management Software – Full Version for Free

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
Name, Address, Phone numbers, E -Mail id etc. can be stored and managed through this module. Adding new customers is done through two steps. 1. Add Customer 2. Save Customer
  • 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
Due List Creator  is a powerful tool which can be used to create and check the due list of all the entered policies in a user friendly manner. This facility has been a long pending demand of the users of earlier version of Client Management Software.
  • Revival Calculator
Revival and Late fee amount calculator can calculate the late fee and revival amount of all your policies in a single process. The calculated revival amount and late fee is provided in a beautiful and user friendly report for easy follow up.
Important
If you have any problem in running the software the possible reason could be Microsoft Access 2007 is not installed in your system. The remedy is to download and install the Access 2007 Run time which is available for free from here.
Download Client Management Software by clicking in the button provided below.
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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 endeavour to provide simple and solid solutions to internal and external customers of Life Insurance Corporation of India.
Follow me

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 endeavour to provide simple and solid solutions to internal and external customers of Life Insurance Corporation of India.

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