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.
- 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
- Online insurance portfolio
- Interactive information dissemination system
- Policy based intimation system
- Tools and Planners
- Data synchronization with VM PRO
- Synchronized e-mail system
- 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
- 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
- 4Online Services
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.