SOFTWARES–BLISSAGENTADVISOR+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 GREETINGS (CLIENT WISE)SEASONAL GREETINGS (CLIENT WISE)DATABASE MAINTENANCE OF OTHER INVESTMENTS WITH MATURITY INTIMATION (FDR / GIC / KVP / NSC / MIS)COMMISSION CLAIM (P.P.F. & POST OFFICE)INCOME TAX CALCULATOR WITH SARAL FORM