1. Add/Edit/Delete Customer
Functionality:
- Add Customer: Allows users to create a new customer profile with details such as name, contact information, address, and identification documents.
- Edit Customer: Enables users to modify existing customer details if updates are needed.
- Delete Customer: Removes customer information from the system when they are no longer active or relevant.
Description:
This feature ensures the software maintains an up-to-date and organized database of all LIC customers, providing easy management of their profiles.
2. Add/Edit/Delete Policy
Functionality:
- Add Policy: Allows users to register new insurance policies with details such as policy type, policy number, start date, maturity date, premium amount, and premium frequency.
- Edit Policy: Enables users to update policy details if there are changes (e.g., new terms, adjusted premiums).
- Delete Policy: Removes policy records that are no longer valid or needed.
Description:
This module helps manage all policies associated with customers, ensuring data accuracy and comprehensive tracking of policy details.
3. Self-Report: Customer (Month-wise, Year-wise)
Functionality:
- Generates reports summarizing customer activity within a selected month or year.
- Includes metrics like the number of customers added, deleted, or updated.
- Filters by criteria such as location, policy type, or other customer attributes.
Description:
This feature provides actionable insights into customer trends over time, helping users understand growth, retention, and service demand.
4. Self-Report: Policy (Month-wise, Year-wise)
Functionality:
- Generates reports showing policy activities for a selected month or year.
- Includes metrics such as the number of new policies issued, policies updated, or policies expiring.
- Can be filtered by customer, policy type, or payment status.
Description:
This report helps track policy performance and ensures that users have a clear view of policy-related business activities over specific periods.
5. Reminder List: Policy Renewals
Functionality:
- Automatically generates a list of policies due for renewal within a defined time frame (e.g., weekly, monthly).
- Sends reminders to customers via SMS, email, or in-app notifications.
- Allows filtering by renewal date, customer, or policy type.
Description:
This feature ensures no policy renewal is missed, improving customer satisfaction and maintaining steady premium inflows.
Summary of Features
| Function |
Purpose |
| Add/Edit/Delete Customer |
Manage customer profiles efficiently. |
| Add/Edit/Delete Policy |
Maintain accurate and updated policy data. |
| Self-Report: Customer |
Analyze customer data month-wise/year-wise. |
| Self-Report: Policy |
Evaluate policy data month-wise/year-wise. |
| Reminder List of Renewals |
Ensure timely renewals with automated alerts. |
These functionalities are designed to streamline operations, reduce errors, and improve customer engagement for LIC agents or administrators. Let me know if you’d like more details or additional features!
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