SOFTWARES_–_BLISS_AGENT_ADVISOR_+_(M.doc

bliss agent advisorspecial featurespersonal pension plan multi-plan presentationendowment specialmoneyback specialpremium budgetingplan features / rules in briefcomparison between lic & other insurance companiesl.i.c. v/s other investmentsmaturity calculationsurrender value / loan value calculationmedical requirements calculatorpremium calculationlate fee calculationrevival amount calculationgreetings for birthday, anniversary, festivals & new yearhuman life valuekeyman insurance presentationpartnership insurance presentation proposal-related details (queries/reports)pending proposal list (date wise)completed proposal list (date wise)proposal register (date of registration wise)policy-related details (queries/reports)policy registers (family wise / client wise / policy wise / comm. date wise / plan wise / mode wise / location wise / p.a. code wise for sss policies)policy status report (policy wise)agency status report (policy status wise)policy ledger (policy wise)premium due statement (date wise / policy wise / name wise / family wise / location wise)premium outstanding statement (date wise / policy wise / name wise / family wise / location wise)lapsed policy statement (date wise / policy wise / name wise / family wise / location wise)multiple due statement (date wise / policy status wise)survival benefit due statement (family wise / client wise / s.b. due date wise)daily premium deposit register (date wise)policy maturity statement (date wise)revival quotation for lapsed policiespremium certificate (date wise / family wise)consolidated policy services reportbusiness analysiscommission analysis commission-related details (queries/reports)commission bill ledger - detailed report (date wise)commission ledger (date wise / policy wise)deduction summary of advances & recoveriespending commission statement (date wise)pending commission lettershort commission statement (date wise)bonus commission statement (date wise)commission outstanding statement (date wise)gap commission statement (date wise)correspondenceagent to client correspondence (family wise / client wise)client to l.i.c. correspondence (branch wise)agent to l.i.c. correspondence (branch wise)built-in letters (family wise / client wise)client services (queries/reports)comprehensive insurance charts (family wise / client wise)premium calendar (family wise / client wise)cash flow chart (family wise / client wise)loan value / surrender value quotation (existing / new policy wise)maturity value quotation (existing / new policy wise)premium due, survival benefit due, maturity due, lapsed policies intimationother investments maturity intimation (fdr / gic / kvp / nsc / mis)birthday and marriage anniversary list & greetings (client wise)seasonal greetings (client wise)comprehensive data sheetindexing of policy-holder, their address and telephone numbersstandard letters to policy holders for advice and follow-upmailing labels - correspondence / residential (family wise)client index (name wise / family wise)family index (family head wise)client data sheetprospective client data maintainense added advantagevarious l.i.c. forms with printing facilityback-up and restore facility of datavoice interactive context sensitive helphigh range of security / password protectionbackground printing facilityinternet browseron-line calculator, calendar and note-padcommission rate chartbonus rate chartmedical examination chartclub membership eligibility chartclub membership benefit chartunderwriting informationfacility to export reports in various formatspersonal income & expense systemit maintains income and expense detail of the agent for every transaction and displays the current balance income / expense statement(date wise)exclusive featuressingle page plan presentation with yield, risk cover, surrender value, loan value, tax rebate & re-investment returnsvoice interactive appointment scheduler with alert (with choice of 4 different agents)death claim calculatorjoint age calculatorintimation of various dues whenever system starts with letters (premium due, survival benefit due, maturity due, lapsed policies)intimation of birthdays and marriage anniversaries with greetin