LIC premium calculator cum LIC policy tracker. LIC policy tracker is meant only for Agents/ CLIAs . Not for LIC policy holders . Helps you track all your policies offline and filter/ sort them according to your requirements. LIC Policy Tracker comes with a powerful set of filters that you can customize to suit your needs. Plot graphs to analyze your past/ present performance. LIC Premium Calculator • Calculate premium from sum assured OR maturity value OR approximate premium that a client is willing to pay. • Include loan/ surrender value projection along with the premium quote. • Generate beautiful PDF reports. • Printable plan brochures. • Save premium quotes for future use. • Broadcast premium quotes with selfie on Facebook. Offline Portal • Offline access (no internet needed) to all your policies. • Filter/ Sort policies based on various parameters. • Search policies using policy holder name or policy number. • Voice-driven policy lookup (watch video above). • View updated policies (new + premium paid) after each sync. Premium Due • List policies whose premiums are due. • Shows the total number of dues, premium to be paid as well as the total outstanding commission. • Share premium due quote via SMS, Email, WhatsApp etc. • Search policies using policy holder name or policy number. Offline Premium Due/ Maturity Reminder • Automatic Premium Due/ Maturity Reminder. No manual interaction needed to set reminders. • Reminds you before a configurable number of days. • Daily alerts. • Automatically send reminder SMS to policy holders. • Automatically categorizes reminders to 'Upcoming', 'Today' and 'Overdue/ Matured'. • Ability to forward premium due/ maturity alerts to clients via SMS, Email, WhatsApp etc. Birthday Reminder • Automatic birthday reminder of policy holders. No need to manually set reminders. • Categorizes reminders to 'Today' and 'Upcoming'. • Daily alerts - Never miss the special day! Lapsed Policies • Track all lapsed policies. • Calculate total lost commission. Business Insight • Month wise breakup of new policies, sa, number of renewals and renewal premium. • Total of all business parameters for the specified date range. NB Plotter • Plot graphs detailing new business information between a specified date range. • Plot parameters include sum assured, premium and commission. Online Utils • Premium paid statement - View/ Print/ Share premium certificate of any of your policy. • Policy status view - View/ Save/ Share status of any of your policy instantly. • Revival quote - View/ Save/ Share revival quote of lapsed policy. • Loan - View/ Save/ Share paid up value, accrued bonus, surrender value and loan. • Ask LIC (SMS enquiry service). Date Filters • DOC. • FUP. • Maturity Date. Policy Parameter Filters • Sum Assured. • Premium. • Commission. Payment Mode Filters • YLY. • HLY. • QLY. • MLY. • SGL (Single). • LTD (Limited PPT). Sort Options • Policy holder name (A-Z). • FUP Date (Old to New). • Policy (New to Old). • Commission (High to Low). • Premium (High to Low). • Sum Assured (High to Low).
VERSION HISTORY
- Version 6.5 posted on 2016-09-19
1. Bima Diamond (841) with multiple calculation modes.
Program Details
- Category: Business > Accounting & Finance
- Publisher: dbReign Software Solutions LLP
- License: Free
- Price: N/A
- Version: 9.5
- Platform: android