» Preloaded
Branch Master – Contains
information of all
LIC branches of Eastern
India. This could be
manually updated by
the user with scope
of adding the doctors
as well.
» Special
Calculations – Anmol
Jeevan 1, Annuity
Plans, Bima Nivesh
2005, Jeevan Adhar,
Jeevan Rekha and
Jeevan Viswas.
» Presentation
of Plans To The Prospects
- Children Plans
(All Plans)
- Annuity Plans
(All Plans)
- Standard Plans
(Quotation of Plans
other than Plans
for special calculations).
- Keyman Presentation
» Revival
Quotation
» Surrender Value Calculation
» Paid - up Value Calculation
» Agents & Client Loan Management
» DO Report for Agent’s Details; Comparative Business Analysis; Agent
Ranking Report;
» Agency Organization Report
» Development Officer Target
» Agent Target
» Reports
of Proposal register;
Premium Due
- Unpaid
Premium; Policy
Register; Maturity
- List;
Agent List; Comprehensive
Policy
- Register;
Comprehensive Commission
Statement
» Advance
against appraisals & ACA
» Appraisal of DO Salary
» Meeting
Expenses
- Structured
- Un – structured
- Competition
- Prize
Expenses
» Agent
Advance
» Commission Bill Entry
» Client Loan
» Client Loan Repayment
» Policy Alteration
» BOC Adjustment
» Bonus Chart Generation
» Outstanding Commission List
» Actual Commission Summary
» Recovery Summary
» Deduction Summary
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