Quality Products! Proper Implementation!

Visual Magic Pro

“TOP L.I.C. Agents have benefited from this software. So will you”

Visual Magic Pro™ (Life), a flagship software product of Datacomp, is targeted at insurance agents of Life Insurance Corporation. It is an end-to-end business management tool which encompasses all aspects of the agents’ business. Thereby it enables him to provide the best quality service to his customers. With its array of powerful illustrations and presentation tools, it also empowers the agent to make high value sales with ease.

Visual Magic Pro™ (Life) inherits from the strongest software brand in the insurance agency market in India - The Magician™. This product enjoys a whopping 70% market share. The crème de la crème of L.I.C. agents use this software for their entire business operation.

Visual Magic Pro–Life™, software is targeted at insurance agents of Life Insurance Corporation. It is a comprehensive policy management and marketing system and encompasses all aspects of the agents' business helping him provide the highest standard of service to his customers. With its array of powerful illustrations and presentation tools, it enables the agent to make high value sales and handle customer-objections with ease.

HERE ARE SOME OF ITS AMAZING FEATURES

  • Easy, Multifunction and State of the Art interface
  • Audio-Visual training by industry experts
  • Very comprehensive CRM System
  • Over 300 sales and servicing reports
  • Huge library of striking Sales Presentations
  • Many new Magic-Plan Combinations
  • Prospecting & Bulk Campaigning Tools
  • Built-in Paperless Office System
  • Exhaustive MIS and Business monitoring system
  • Advanced E-Mail system for sending customer reports & intimations
  • Automated ULIP Transaction Management system
  • Auto-update of F.U.P.s & N.B. data
  • . . . . the list just goes on and on.

Wonderplans

Our customers swear by the powerful sales illustrations provided in this module. These illustrations form the backbone of their each and every sales process. From simple plan presentations to complex plan combinations to solution based plans (Magic-Plans) to concept based sales presentations, we have them all in Wonder-Plans. You can trust Wonder-Plans to compliment your efforts in any sales situation. Here are some of the many illustrations that you will find in this module:

PROSPECT MANAGEMENT

  • Prospective Clients List
  • Prospect Analysis
  • Advanced Prospects Search

INSURANCE NEED ANALYSIS

  • Comprehensive Insurance Counsellor
  • Optimum Insurance Analysis
  • Wealth Potential Analysis

PLAN COMBINATION PRESENTATIONS

  • MagicMix Plus (Family Presentation)
  • Magic Plan - Life Partner
  • MagicPlan Career Builder
  • MagicMix
  • MagicPlan - ATM
  • MagicPlan Retire & Enjoy (5 variants)
  • MagicPlan Bhavishya Sukh
  • MagicPlan Secure Child
  • MagicPlan Tax Bomber
  • Multiplan Illustration
  • Magic Yield Presentation
  • Moneyback Breakeven Charts
  • Endowment Breakeven Charts

COMPARISON ILLUSTRATIONS

  • Magic Analysis
  • LIC v/s Market Comparison
  • LIC v/s PPF
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READY RECKONERS & OPTION PLANNERS

  • Product Returns Spreadsheet
  • Premium budget-wise Options
  • Premium Quotations with Backdating Interest
  • Premiums at a Glance
  • Maturity budget-wise Options
  • New Jeevan Shree-I
  • Jeevan Tarang
  • Anmol Jeevan Options Planner1
  • Temporary Term Assurance Plan

PLAN ILLUSTRATIONS

  • Specific Plan Presentations
  • Health Plus
  • Fortune Plus (with Partial withdrawal)
  • Profit Plus (with Partial withdrawal)
  • Jeevan Akshay VI
  • Jeevan Amrit
  • Market Plus
  • New Bima Gold
  • Bima Nivesh 2005
  • Jeevan Nidhi
  • Jeevan Pramukh
  • Jeevan Saral
  • Saral Money Back Presentation
  • New Jeevan Shree - I
  • Jeevan Aadhar
  • Jeevan Bharati
  • Jeevan Anand
  • New Jeevan Dhara / Suraksha I
  • Jeevan Saathi
  • Jeevan Vishwas
  • Komal Jeevan
  • Endowment Wonder
  • Plan Features
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OTHER SALES TOOLS

  • Insurance Eligibility Calculator
  • Old Policy Finance for New Policies
  • Insurance Appraisal Existing + Proposed Insurance Chart
  • Advance Premium Schedule
  • Medical Special Reports
  • Requirements Calculator
  • Bonus Trends
  • LIC Housing Finance Presentation
  • Investment Growth Chart
  • Generic Breakeven Analysis Chart
  • Fixed / Recurring Deposit Chart
  • NAV Downloads
  • NAV Reports
  • Forecast Bonus

Policy Servicing and CRM

Visual Magic Pro boasts of a comprehensive module which contains an array of useful features to enable the agent to render top quality services to his policy holders. Have a look at the exhaustive list of features that this module has to offer:

POLICY PORTFOLIO PRESENTATIONS

  • Comprehensive Insurance Charts
  • Family Premium Calendars
  • Family Cash Flow Charts
  • Composite Premium Calendar (LIC+GIC)
  • Insurance & Investments Chart

PROPOSAL FOLLOWUP

  • Pending Proposals List
  • Completed Proposals List
  • Requirements Checklist
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POLICY INFORMATION SYSTEM

  • Policy Registers
  • Policy Current Status Registers
  • Policy Status Report
  • Client Datasheet
  • Deposits / X-Charge Register

PREMIUM MANAGEMENT SYSTEM

  • Premium Due Statements
  • Premium Outstanding Statements
  • Lapsed Policy Statements
  • Premium Deposit Registers
  • Premium Certificates
  • Due, Outstanding and Revival Reminders
  • Premium Ledger
  • Last Premium Due Statement

CUSTOMER RELATIONS MANAGEMENT

  • Birthday Statement and Greetings
  • Seasonal & Festival Greetings
  • Wedding Anniversary Statement & Greetings

INSURANCE CALCULATORS

  • Premium Quotations with Backdating
  • Interest
  • Revival Quotations
  • Loan / S.V. Quotation
  • Loan Interest Quotation
  • Bonus Calculation
  • Discounted Value Calculation
  • Yield Calculation
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OTHER POLICY SERVICING REPORTS

  • Loan and Loan Interest related reports
  • Maturity Reports
  • Survival Benefit Reports
  • Conversion Due Statement
  • Age Attainment Report
  • Inadequate DAB List
  • Annuity Related Reports

OTHER CUSTOMER SERVICE SUPPORT TOOLS

  • Correspondence System
  • User Defined Reports
  • Underwriting Information
  • Library of Forms
  • Synopsis of Recent Circulars

Back Office Management

This module has everything that is needed to manage your back-office tasks such as record keeping of customer and policy data, commissions reconciling.

ANALYSIS AND STATISTICS

  • Age Groupwise business
  • New versus Repeat business
  • Sum to Lives Ratio
  • Sum to Premiums Ratio
  • Areawise business Analysis
  • Commission Analysis
  • Planwise business
  • Monthwise Commission Analysis
  • Commission Forecasts
  • Business History Statistics
  • Club Eligibility Monitor

COMMISSION MANAGEMENT SYSTEM

  • Commission Outstanding List
  • Gap Commission Outstanding
  • Short / Excess Commission Report
  • Commission Summary
  • Commission Bill
  • Commission Ledger
  • Deductions Summary

PERSONAL ORGANISER

  • Magic Alert System
  • Appointments Diary
  • Task Management System
  • Contacts Diary
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