MDRT (TOT) Agent, Mumbai
I have been in the top 5 ranking of L.I.C. many times. One of the key factors in my success has been the Visual Magic Software. Datacomp’s commitment towards insurance industry is highly commendable.
Visual Magic Pro
ProductOverview
- Intelligent Alerts Module for effective Policy Management
- System aided Customer Portfolio Management
- Commission Tracking with in-depth Business MIS module
- Correspondence Module, offering convenience and simplicity in communications
- Paperless Office Module, allowing digital documentation and archival
- Task Management & Appointments Module, to make the most of your employee productivity
- Tools Module including Advance Need Analysis Tools and Financial Calculators
- The crème de la crème of L.I.C. agents use this software for their entire business operation.
WonderPlans
- Prospect Management
• Prospective Clients List
• Prospect Analysis
• Advanced Prospecting Tool
• Inadequate DAB Cover List - INSURANCE NEED ANALYSIS
• Comprehensive Insurance Counsellor
• Optimum Insurance Analysis
• Wealth Potential Analysis
• Insurance Gap Analyzer
• Income Tax Gap Analyzer - PLAN COMBINATION PRESENTATIONS
– Users can create plan combinations with various plans to customize and suit the requirements of their clients for retirement, child future protection or financial planning - COMPARISON ILLUSTRATIONS
• LIC v/s Market Comparison • LIC v/s PPF
- Prospect Management
PolicyServicing
- POLICY PORTFOLIO PRESENTATIONSComprehensive Insurance Charts
Family Premium Calendars
Family Cash Flow Charts
Composite Premium Calendar (LIC+GIC)
Insurance & Investments Chart - PROPOSAL FOLLOWUPPending Proposals List
Completed Proposals List
Requirements Checklist - POLICY INFORMATION SYSTEMPolicy Registers
Policy Current Status Registers
Policy Status Report
Client Datasheet
Deposits / X-Charge Register
Policy Query - PREMIUM MANAGEMENT SYSTEMPremium Due Statements
Premium Outstanding Statements
Lapsed Policy Statements
Consolidate service report
Premium Deposit Registers
Premium Certificates
Due, Outstanding and Revival Reminders
Premium Ledger
Last Premium Due Statement - CUSTOMER RELATIONS MANAGEMENTBirthday Statement and Greetings
Seasonal & Festival Greetings
Wedding Anniversary Statement & Greetings - INSURANCE CALCULATORSPremium Quotations with Backdating
Interest
Revival Quotations
Loan / S.V. Quotation Loan Interest Quotation
Bonus Calculation
Discounted Value Calculation
Yield Calculation
- POLICY PORTFOLIO PRESENTATIONSComprehensive Insurance Charts
Back-officeManagement
- ANALYSIS AND STATISTICSAge Group Wise business
New versus Repeat business
Sum to Lives Ratio
Sum to Premiums Ratio
Area wise business Analysis
Commission Analysis
Plan wise business
Month wise Commission Analysis
Commission Forecasts
Business History Statistics
Club Eligibility Monitor - COMMISSION MANAGEMENT SYSTEMCommission Outstanding List
Gap Commission Outstanding
Short / Excess Commission Report
Commission Summary
Commission Bill
Commission Ledger
Deductions Summary - PERSONAL ORGANISERMagic Alert System
Appointments Diary Task Management System
Contacts Diary - COMMISSION MANAGEMENT SYSTEMCommission Outstanding List
Gap Commission Outstanding
Short / Excess Commission Report
Commission Summary Commission Bill
Commission Ledger
Deductions Summary
- ANALYSIS AND STATISTICSAge Group Wise business
- 1ProductOverview
- 2WonderPlans
- 3PolicyServicing
- 4Back-officeManagement
Users Says
MDRT Agent, Coimbatore
I am happy to say that I am using VMPRO software since 1998 and I found your software an excellent tool for field force. I find 100% closing by giving all the combinations of plans to the clients in a few minutes. I have qualified for MDRT four times in a row. I am thankful to datacomp team for bringing out such a tool.