eCRMagic

ProductOverview

Interactive information dissemination system facilitating e-portfolios
Synchronized e-mail system allowing easy scheduling and execution of respective reminder / acknowledgement / promotional communications
Large document repository including festive / topical e-greetings viz. Diwali / New Year / Birthday / Anniversary greetings etc.
Tools and Planners to drive marketing effectiveness and maximize marketing spend
Data synchronization with VM PRO allowing you to build strong relationship with customers through proactive and attentive service quality

FrontEnd

Online insurance portfolio
Interactive information dissemination system
E-portfolio
Policy based intimation system
E-greetings
Tools and Planners
Data synchronization with VM PRO
Synchronized e-mail system

BackEnd

User-friendly GUI — No HTML required
Policy Intimations: Premiums Due, Premiums Outstanding, S.B. Due, Maturities, etc. are automatically e-mailed or sent by SMS to your customers
Change your personal information anytime
Create your website in just 10 Mins

Online Services

Make Life Insurance and Mutual Fund Portfolios easily accessible to customers online
Provide useful features such as Insurance Charts, Premium Calendar, Cash Flow Chart, and Policy Status
Mutual Fund NAV, Current Asset Value, and Investment Status including Profit & Loss Reports (Individual / Family) — Updated in Real Time
Online Payment for LIC Premium
Simplified Policy Servicing through Automated Policy Capture

1ProductOverview
2FrontEnd
3BackEnd
4Online Services

Users Says

Yatish Prasad, Kolkata

www.insurancenmoney.com

Even with such a huge portfolio I spend most of my time in the field. Thanks to the Information Dissemination System, almost all my servicing activities are automatically handled efficiently and quickly. I cannot imagine how I would have been able to manage without it.

Bhushan Limaye, Mumbai

www.bhushanlimaye.com

Right from sending greetings, to policy intimations & marketing campaigns run on my behalf, eCRMagic has created a lot of value for me. For me eCRMagic is not a luxury but a necessity.