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Quick Insure [DO]

Client Speak

Unique Public School, Amravati

Mr. Shakil
Director Unique Public School

Quick Insure (DO) new Update 1.2.24 is available for download.

Quick Insure is an end-to-end software solution to all the issues surrounding a life Insurance Agent and Development Officers in the highly competitive Insurance Sector. Right from target setting to claim settlement, Quick Insure helps in achieving maximum customer satisfaction.

Features are rich and easy to use. Quick Insure gets you off the blocks quickly by offering LIC data import and the effective data backup and restore utilities give you complete peace of mind.

Today, Quick Insure is being used by more than 6000 user and they are supported by dedicated help, whick is just an email or phone call away.

 

Mr. N. C. Patel's Unique Calculations

  • Jeevan Saral Presentation
  • Jeevan Saral With Pension Presenation
  • Jeevan Saral with Jeevan Saral
  • Jeevan Saral with Jeevan Akshay
  • Jeevan Anand with Pesnrion Presentation


Quick Combinations

  • Golden Ray
  • My Daughter
  • Pretty Woman
  • Retirement Care Pack (I, II, III & IV)
  • Opti Match
  • Education Care Pack
  • Tax Saving Bonanza
  • Loan Protector


Quick Presentation

Easy to use multiple templates for canvassing with email facility in quotations/reports

  • E Proposal
  • Need based Insurance
  • Advance Premium Calcualtion
  • Quotation Multiplan
  • Quotation Merge
  • Quotation group
  • Quotation Compare (Spreadsheet)
  • Special Plans
  • Quick Combination (Rasdy made plan combination)
  • Quick Comapre (Comparison with private companies)
  • Tax Calculator
  • Customize Report
  • Quick Plan Serach
  • Partership Insurance
  • Employer-Employee Insurance


Policy Services

  • Comprehensive Insurance Chart
  • Cash Flow Chart
  • Premium Calender
  • Premium Due Statement
  • Premium Outstanding Statement
  • Premium Intimations
  • Premium Deposit
  • Policy Status Chart
  • Loan/Surrender Value Quotatiion
  • Revival Quotation
  • Survival benefit Statement
  • Maturity Date Amount Statement
  • Premium Register Statement
  • Lapsation Intimation Statement
  • Policy Transfer
  • Change in Mode of Payment


Calculations

  • Premium
  • Commission
  • Bonus
  • Surrender Value
  • Paidup Value
  • Loan Value
  • Revial Deposit
  • Rate Of Interest
  • Late Fee

Personal Organizer

  • Reminder Manager - gives alerts about FUP dates, Maturity Dates, Anniversaries, Birthdays and Personalized reminders
  • Client Sorting, Mailing Labels, Data Sheets, Prospective Clients List.
  • Task Management System
  • Search for Policy / Doctors / Remarks / Person Proposal / Policy Register / Premium Register Commission Received / Forcast / Reconsiliation
  • Ready Reckner
  • Underwritting
  • Printable Forms
  • Secretarial Tools
  • Member Re-order
  • Import Facility for old Policies records