MIS Reports

• The New India Insurance

• The Oriental Insurance

• United India Insurance

• National Insurance

• Star Health Insurance

1. Different Policy Presentations and Reports are provided.2. Reports are Provided with different options in order to view the required reports.3. Comprehensive Sorting & Grouping is provided to print reports.

MAILING REPORT

POLICY REGISTER• • • •

Policy Holder WiseGroup WiseRisk Date WiseRenewal Department Wise

CONSOLIDATED RENEWAL LIST• • • •

Policy Holder WiseGroup WiseRisk Date WiseRenewal Department Wise

PERSONAL ACCIDENT RENEWAL LIST• • •

Policy Holder WiseGroup WiseRenewal Date Wise

CLAIM REGISTER• •

Pending ClaimSettled Claim

ENDORSEMENT REGISTER• Premium Renewals

MEDICLAIM RENEWAL LIST• • •

Policy Holder WiseGroup WiseRenewal Department WiseMOTOR RENEWAL LIST

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Policy Holder WiseGroup WiseRenewal Date Wise

MEDICLAIM RECKONER

BIRTHDAY / ANNIVERSARY

REMINDER

E-Documents

• Turns your office into a PAPERLESS OFFICE

• of them instantly at key press.

Searches your document from Thousands

• Enables printing or e-mailing of your scanned documents.

• Allows exporting the document to standard PDF/ Excel / Word file format,

Client Presentations

• Mediclaim

• Group Mediclaim

• Overseas Mediclaim

• Group Personal Accident

• Jewelers Block

• Personal Accident

• Workmen Compensation

• Motor

• Fire

• Marine Cargo

• Cattle's

• House Holder

• Shopkeeper

• Plates

• Office Umbrella

• Machinery

• Glass & Others

Star Health

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Presentation Of Plan

Data Tracking Of Transaction

Brouchers Of Plan

Tools• Letterhead Setting• Import From Excel

Forms Library

Insurance Company Covered

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All 4 Government General Insurance Companies & Star Health Insurance Companies Data Entry Part Covered.

Premium Calculators

Client Presentations

E-Docket

Renewal Lists & Intimations

MIS Reports

Readymade Forms

Miscellaneous Reports

Branded SMS Features.

Features Covered

Very Easy & Effective Software for Non-Life Insurance Professionals

` 3555/- OnlyMRP. ` 4999/-

Investment Tracker

Postal InvestmentPresentations of All Investment Are Automatic

Postal

Combo Plans Of Postal Investments

• RD MIS Combination

• RD With Annual Deposit

• RD With TD Combination

• RD, MIS & TD Combination

Shares

Of Shares Is Available

Presentation for Sale

Mutual Funds

Presentation for Sale

Of Mutual Fund Is Available

MAINTAINENCE

• Agent Master• Client Master

TRANSACTION

• Category Master• Subcategory Master

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Post TransactionLife Insurance TransactionMutual Funds Transaction

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DebenturesFixed DepositsLoan Management

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Bonds TransactionGeneral TransactionShares Transaction

PRESENATION REPORTS

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Investment Summary Report

Category Wise Report

Mailing Reports

Birthday / Anniversary Reminder Report

Premium Due Report

Premium Deposit Report

Maturity Receive Report

Maturity Due Report

Commission Received Reports

Intimation Letters

GIC Renewal Report

RD LOT Report

RD Premium Due Report

Monthly Lot Summary Report

Post Name Wise Report

Post DSS Form – 4 Reports

Postal Scheme Report

Loan Due Report

Loan Deposit Report

Loan Clear Report

TOOLS

• • Deposit Premium & Maturity• Letterhead Management • Import Data From Excel (Post & Debentures)

Blank Letterhead

Why Do I Need Investment Tracker ?Investment Tracker Is a financial Software in which you keep all the records of different types of financial investments like Life Insurance, GIC, POST, Mutual Funds, Bonds, Shares, Debentures, Fix deposits etc.

It Is Made for Both Agents as well as Investors Point Of View

FORMS LIBRARY

ADVANCE HELP

` 3555/- OnlyMRP. ` 4999/-