SOFTWARES

We are the authorised channel partners for Datacomp Web Technologies (India) Pvt. Ltd. The software products that we cater to are as under :-

 

Visual Magic Gold (Life)
Visual Magic Gold (Non-Life)
Fundz Magic
Visual DO Magic
The Mobile Magician™
Insuremagic
Multiple Language Pack
Broker Magic
eCR Magic
Magic SMS
Magic Portfolio
Magic SOTS

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VISUAL MAGIC GOLD (LIFE)

Visual Magic Gold™ (Life), our premium software product 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.

Visual Magic Gold™ (Life) inherits from the strongest software brand in the insurance agency market in India - The Magician™ With more than 20000 users of The Magician™ and Visual Magic Pro™ across the country in over 800 cities/towns of India both these products enjoy a whopping 70% market share.

Download the Visual Magic Gold (Life) brochure here

The important aspects that Visual Magic Gold™ (Life) handles are:-

SALES ENABLERS

  • Prospect Management
    » Prospective Clients List
    » Prospect Analysis
    » Advanced Prospects Search
  • Insurance Need Analysis
    » Comprehensive Insurance Counselor
    » Optimum Insurance Analysis
    » Wealth Potential Analysis
  • Plan Combination Presentations
    » Multiplan Illustration
    » Magic Plan Retire & Enjoy (4 variants)
    » Magic Plan Secure Child
    » Magic Plan Sanjeevani
    » Magic Plan Tax Bomber
    » Bhavishya Sukh
    » Bima Invest
    » Magic Yield Presenattion
    » Moneyback Breakeven Chart
    » Endowment Breakeven Charts
  • Comparison Illustrations
    » Multi-Insurer Product Features comparison
    » Multi-Insurer Product Returns Spreadsheet
    » LIC v/s Market Comparison
    » LIC v/s PPF
    » LIC Inter-Plan Comparisons
    » Magic Analysis
  • Ready Reckoners & Option Planners
    » Product Returns Spreadsheet
    » Premium Budget-wise Options
    » Cash Requirementwise Options
    » Premiums at a Glance
    » Premium Quotations with Backdating Interest
    » Jeevan Rekha Options Planner
    » Anmol Jeevan Options Planner
  • Plan Illustrations
    » Specific Plan Presentations
    » Future Plus
    » Jeevan Akshay-III
    » Jeevan Nidhi
    » Jeevan Pramukh
    » Jeevan Anand
    » Jeevan Shree-I
    » Bima Plus
    » Jeevan Saral
    » Jeevan Saathi
    » Komal Jeevan
    » Jeevan Kishore
    » Jeevan Bharati
    » New Jeevan Dhara / Suraksha-I
    » New Bima Kiran
    » Endowment Wonder
    » Jeevan Vishwas
    » Jeevan Aadhar
    » Bima Nivesh 2005
    » Temporary Term Assurance
    » Plan Brochures
    » Keyman Presentations
    » Implication of Policy Assignment
    » Cost of Insurance & Tax Analysis
  • Other Sales Enabling Tools
    » Insurance Appraisal
    » Existing + Proposed Insurance Chart
    » Advance Premium Schedule
    » Old Policy Finance for New Policies
    » Medical Special Reports Requirements Calculator
    » Insurance Eligibility Calculator
    » Bonus Trends
    » LIC Housing Finance Presentation
    » Investment Growth Chart
    » Generic Breakeven Analysis Chart
    » Fixed / Recurring Deposit Chart

CUSTOMER SERVICING

  • Proposal Follow Up
    » Pending Proposals List
    » Completed Proposals List
    » Requirements Checklist
  • 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
  • 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
  • Policy Portfolio Presentations
    » Comprehensive Insurance Charts
    » Family Premium Calendars
    » Family Cash Flow Charts
    » Composite Premium Calendar (LIC+GIC)
    » Insurance & Investments Chart
  • Insurance Calculators
    » Revival Quotations
    » Loan / S.V. Quotation
    » Loan Interest Quotation
    » Bonus Calculation
    » Discounted Value Calculation
    » EMI Calculation
    » Future Value / Present Value Calculation
    » Yield Calculation
  • Customer Relations Management
    » Birthday Statement and Greetings
    » Wedding Anniversary Statement and Greetings
    » Seasonal & Festival Greetings
    » Alerts
  • Other Customer Service Support Tools
    » Important Service Alerts
    » Correspondence System
    » Underwriting Information
    » Library of Forms

BUSINESS MANAGEMENT

  • Analysis & 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 Organizer
    » Appointments Diary
    » Task Management System
    » Contacts Diary

Salient Features are as follows:

  • GUI based application for MS WINDOWS 95™ / 98 / NT / ME / 2000 and XP.
  • Multiuser on Windows Network.
  • Sleek Web Style interface with very high level of user friendliness.
  • Windows explorer style tree type expandable / collapsible menus.
  • Definable Quick Links and Favorite Reports Menu with single key shortcuts.
  • Attractive and well laid report formats.
  • Powerful reporting engine with options to view multiple reports in Acrobat Reader.
  • Export to Rich Text, HTML, Acrobat Reader and other popular formats.
  • Direct E-Mailing of reports to clients
  • User definable themes for report letterhead, report colours and fonts. Create your own themes or choose from number of ready made attractive and ink saving themes provided.
  • High speed DOS style Dot Matrix printing support for volume reports.
  • Powerful Personal Organiser for Tasks Managing and Appointment handling. Outlook Style Appointments Diary with Alerts, Snooze and Dismiss features. Appointments can remain active even while the main software is not opened.
  • Built in Backup / Restore / Autobackup of Data
  • User Access control with Logins and Passwords.
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FUNDZ MAGIC

Features List

 Data maintenance
Organization Data
Distributor ARNs, Branches, Employees, Principal Brokers, sub-brokers

  • AMCs, Registrars, Funds, Fund classes, NFOs
  • NAVs, Dividends, Bonuses
  • Listed Companies, Sectors, Fund Asset Allocations
  • Brokerage
    Upfront, Trail, Incentives-Receivable & Payable
  • Customer Data
    Groups, Investors, Area, Ratings, Religion, Detailed customer profiling
  • Transactions
    Purchases, Redemptions, Switches, Dividend payouts, Reinvestments, Bonus, SIP, SWP, STP,
  • Systematic plans maintenance SIPs, SWPs, STPs,

Back office Reports

  • Inward Transactions Statement purchases, SIP, Switch In, Dividend Reinvestments, Bonus, STP In etc.
  • Outward Transactions Statement Redemptions, SWP, Switched Out, Dividend Payout, STP out, etc.
  • Consolidated Transactions Statement
  • AUM Report

Brokerage Report

  • Brokerage Receivable Reports
    Upfront, Trail, Competitions and Incentives
  • Brokerage Payable Reports
    Upfront, Trail, Competitions and Incentives
  • Brokerage Ledger
  • TDS Statement
  • Ageing Analysis of Brokerage outstanding

Customer Services & Presentations

  • SIP,SWP,STP Expiry Report & Intimations
  • SIP Due Intimation
  • Portfolio Status (Valuation) Report
  • Gain – Loss Report
  • Folio Ledger
  • Comprehensive MF Investments Chart
  • Consolidated Insurance and Investment Chart
  • Short Term – Long Term Gains Report
  • Application Forms
  • Portfolio Review Reminder

  Pre- Sale

  • Historical SIP Returns
  • SIP Delay Calculator
  • Retirement Planner
  • Financial Calculators
  • Portfolio Planner

 Fund MIS

  • NAV History
  • Dividends/ Bonus History
  • Period wise Funds Performance
  • Fund Performance v/s Benchmark
  • AMCs at a glance
  • Funds at a glance
  • Fund Comparison
  • My Watch list
  • Fund Snapshot Presentation

Customers & Portfolio MIS

  • Drill Down Customers Analysis
  • Top Customers List
  • Prospective Customers List
  • Folios under Loss
  • Profitable Folios
  • Stop Loss/ Book Profit Report

Sales MIS

  • Drill Down Sales Analysis
  • Business Performance
  • Productivity Report
  • Month wise Performance
  • Performance Comparison
  • Competition Monitor

Brokerage MIS

  • Brokerage Browser
  • Brokerage Comparison
  • Commission Forecast
  • Transaction Type wise. Brokerage Analysis
  • Fund Class wise Brokerage Analysis
  • Customer wise Brokerage Analysis
  • Fund Class wise Brokerage Analysis
  • Customer wise Brokerage Analysis

Additional exclusive features of FundzMagic

  • Data Import from CAMS, Karvy, Franklin Templeton, etc.
  • Automatic update of AMCs, Registrars, Funds, NAVs, Dividends, Bonuses, Asset Allocation, Benchmarks, Fund Returns
  • Absolute and XIRR based returns calculation
  • Rich and configurable NAV Ticker
  • Quick Info Dashboards
  • Printable and E-mail reports
  • Attractive report layouts supported with pie charts, line and bar graphs whenever needed
  • Advanced searching, sorting and filtration of data
  • Auto – Scheduled e-mail reports for customers
  • SMS module**
  • Birthday and Wedding Anniversary Alerts
  • Customer Lists, Address Books, Mailing Labels
  • Mail merged Correspondence System
  • User Defined Reports
  • Paperless Office Module
  • User Management
  • Data export for Sub-brokers
  • Reports available in several sortings and filtrations
  • Configurable Report colours and fonts
  • Auto-backup of database
  • Robust and scalable application built using Microsoft’s cutting edge. Net technology
  • MS-Outlook style user friendly GUI
  • Developed in consulation with panel of experts in the Mutual Fund Domain
  • Brought to you by the company backed by more than 20 years of experience in providing software solution in the insurance & personal finance sector