LIC Premium Calculator+Tracker 6.5


Free
4.61 MB
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Publisher Description




LIC Premium Calculator+Tracker is a free software application from the Accounting & Finance subcategory, part of the Business category. The app is currently available in English and it was last updated on 2016-09-19. The program can be installed on Android.

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. Also 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
• Provides 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).
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).
• Maturity Date (Old to New).

LIC Premium Calculator+Tracker (version 6.5) has a file size of 4.61 MB and is available for download from our website. Just click the green Download button above to start. Until now the program was downloaded 15 times. We already checked that the download link to be safe, however for your own protection we recommend that you scan the downloaded software with your antivirus.

Program Details



General

 
Publisher dbReign Software Solutions LLP
Released Date 2016-09-19
Languages English

Category

 
Category Business
Subcategory Accounting & Finance

System requirements

 
Operating systems android

Download information

 
File size 4.61 MB
Total downloads 15

Pricing

 
License model Free
Price N/A

Version History



Here you can find the changelog of LIC Premium Calculator+Tracker since it was posted on our website on 2016-09-30. The latest version is 6.5 and it was updated on soft112.com on 2017-07-01. See below the changes in each version:

version 6.5

posted on 2016-09-19

1. Bima Diamond (841) with multiple calculation modes.






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Downloads last week: 0
Release Date: 2016-09-19
Publisher: dbReign Software Solutions LLP
Operating System: android