Quality Products! Proper Implementation!

Insuremagic

  • A complete policy servicing system supporting policies of all Private Life Insurance companies
  • Combined presentations of LIC and all other life insurance policies to give your customers a comprehensive view of his insurance portfolio at a glance
  • Up-to-date information on Insurers, Products and ULIP NAVs provided to you by daily web downloads
  • Product Brochures of all popular products
  • Exhaustive features for Policy Management and CRM
  • Rich MIS on ULIP funds, Customers and Productivity
  • Paperless Office System – Scan and store all important documents of your customers
  • Integrated with Magic Portfolio that enables you to create a personalized CD for your customer
  • Integrated with Magic SMS Pro so that you can send SMS for services related to Private Insurer policies too
  • Available in two variants – Standard Edition & Pro Edition
  • Feature List

    • Customer Management
    • Policy Management
    • Premium Deposit Tracking
    • ULIP Transactions Management
    • Commission Tracking System
    • Insurer Downloads
    • Product Downloads
    • NAV Downloads
    • Brochure Downloads
    • NAV Data Entry
    • Policy Reports
    • Policy Servicing Reports
    • Premium Calendar
    • Cash Flow Chart
    • Comprehensive Insurance Chart
    • ULIP Fund Reports
    • Policy Fact Sheet
    • Product Fact Sheets
    • Fund MIS
    • Customer MIS
    • Productivity MIS
    • Policy Snapshot
    • Personalized Brochures
    • Presales presentations
    • Financial Calculators
    • Paperless Office System
    • Integration with Magic SMS
    • Integration with Magic Portfolio