Visual Magic Pro (Non Life) version 2.3

Transcription

1 June-2009 Visual Magic Pro (Non Life) version 2.3 VMPro-NL 2.3 comes with host of exciting value added features- New Features:- Introduction of new Departments 1. New India Family Floater Mediclaim Policy 2. Oriental Happy Family Floater policy 3. United Family Medicare policy 4. Apollo DKV Health Insurance - Easy Health Insurance policy (Individual & Family Floater Variants) Modification in existing products 1. In Star - Mediclassic Product - new premium slabs has been updated. 2. In Star Super Surplus Policy and Mediclassic policy - Family Package has been included. 3. In United - Health Insurance Policy - No Claim Discount option has been Implemented. 4. In Reliance HealthWise Policy new age slabs has been updated (for new enterents). 5. In Motor Policy - Own Damage Discount can now be modified from calculation parameter. 6. In National Mediclaim Policy, Senior Citizen Renewal Discounts has been implemented. Enhancements 1. New Masters has been created for Rating, Category and Bank (Location: Master Data) 2. Inbuilt General Sending Interface: Now you will be able to send s within the software module. (Location: Special Feature > option) 3. Now you can smartly search for any policy easily using Crt+F keys from keyboard. (You can also use new shortcuts Ctrl + B for Customer Browser; Ctrl + E for for Faster accessibility of software menus) 4. Customer browser is now enabled to send direct SMS message for Birthdays / Weddings / General type. (you can also view or send policy renewal reports via ) (Location: Special Feature > Customer Browser> Right click on group code and send sms) 5. Service tax has been updated to 10.30% w.e.f (Location: Master Data > Service Tax Rates) 6. Now you can attach and save any type of files (eg: PDF files) for the group members using E-Docket System. (Location: E-Dockets > Documents Manager) VMPro - Non Life 2.3-1

2 7. Now you can keep track of the part premium payment received on policy, with new selection option provided in Premium Deposit Entry. (Location: Transaction Data > Premium Deposit Entry) 8. Now onwards - Renewal List and Intimations will be processed after considering the Premium Deposit Entries (Full / Part). All the policies with full premium payment will be ignored in Renewal List / Renewal Print Intimation / Intimation / SMS Intimation. If you wish to add those full payment entries in the above list a check box option has been provided in the respective form. Specifically for SMS service, the setting is available in Miscellaneous > Preferences. 9. Alert system Renewals will now be show with Premium amount column. (Location: as soon as the software starts reminder will flash up provided appropriate Settings has been provided in Miscellaneous > Preference > Start up section) 10. In the Tabular View of Policy Data entry only Inforce policies will be show by default. (Location : Setting in Preference option> Non-Life Section) 11. Now you can display Large size company logos (e.g.: Reliance General) in your letterhead by doing your Preferences settings. (Location: Miscellaneous > Preferences > Reports Section > you will find last option as Do you want single logo to be expanded > enter yes) 12. Product Description feature is now enabled with printing option. (Location: Master Data > Product Description) 13. Consolidated Renewal list will have vehicle model no. and vehicle no. ; So that you can know the vehicle type and vehicle no. during motor renewals. (Location: Premium Renewals > Renewal Lists > Consolidated Renewal List) 14. Now you can directly view private company s website within software. (Location: Master Data>Insurer> double clicking on the Insurer name) 15. Third Party Administrators (TPA s) has been updated. (Location: Master Data > TPA) 16. Reckoners are now enhanced with Premium Rates after Loyalty Discount for New India Mediclaim, Janata Mediclaim and Senior Citizen Mediclaim Policy products. (Location: Ready Reckoners > Reckoners) 17. A new utility Reorganize group code has been added which will help you to convert exiting four digit group codes to six digit group codes easily. (Location: In Utilities > Group Maintenance > Reorganize group code) 18. From now Service tax will be calculated on Policy Receipt date (if policy receipt date is blank then Service Tax will be calculated on Commencement date). (Location > Transaction data > Policies) 19. As per the latest discounting system in Motor Department, You can now give discount on Basic OD rate + CNG/LPG + Electronic Equipments OR can include / Exclude any parameter as per the discounting system of the company. This setting can be done COMPANY wise through Miscellaneous > Preferences > Non Life Section. VMPro - Non Life 2.3-2

3 New Features:- Visual Magic Pro (Non Life) version 2.2 VMPro-NL 2.2 comes with host of exciting value added features Update Tariff Rates Online - New tariff rates will be automatically intimated, you can select and update on your system through internet. Introduction of new Departments 1. New India - Janata Mediclaim Policy 2. New India - Janata Personal Accident 3. New India - Senior Citizen Mediclaim Policy 4. United - Janatha Personal Accident Policy 5. United - Road Safety Package Policy 6. National - Varishta Mediclaim Policy for Senior Citizens Modification in existing products 1. In New India, Mediclaim Department loyalty rates for Senior Citizen has been updated. 2. In Bajaj - Health Guard policy co-payment (extra-payment) option is now available (if client wishes to claim from non-networked hospitals). 3. In Private companies Products, Service Tax has now been separated from gross Premium. 4. In New India, Mediclaim policy data entry checkbox option has been removed and Loyalty Discount will be automatically calculated during renewals. 5. In Reliance Healthwise Policy, Policy Type Gold has been added in policy data Entry to maintain gold Policy details. 6. In Bajaj - Health Guard Policy Premium rates has been updated. 7. In Reliance - Healthwise policy latest Premium Rates has been updated. Enhancements : 1. VMPro-NL application is now better viewed in 1024*768 Screen Resolution. 2. From now you will be able to quickly search Menus from Menu Search option, added on top of all menus. 3. Now, in case a new product is added, you will be able to maintain family members details in new policy data entry. 4. In Master >> Calculation parameter will now show latest rates by default. 5. In Master >> Calculation parameter rates will now support up to 4 decimals. 6. Special care has been taken while sending Motor policy SMS renewal Intimation (Client will also be intimated with Vehicle No.). 7. In Presentation Menu >> Insurance chart report Insurer name has been added. 8. In Presentation Menu >> Premium Calendar report, Policy number has been added. 9. In case if premium has been manually edited, renewal amount will be recalculated using calculation parameter. 10. SMS text length has been increased to 480 characters. 11. In Master > Product Description latest product details has been updated. 12. From now, you can directly add new groups from policy data entry ( for Mediclaim, Motor and Fire). Utilities : From now, you will be able to Import Groups Data from VMPro and Synchronize Groups data from VMPro to Vmgold Software and vice versa, compatible with new VMPro Groups structure. VMPro - Non Life 2.3-3

4 Visual Magic Pro (Non Life) version 2.1 VMGold 2.1 comes with host of exciting value added features New Features Built in SMS Module: Now you can send renewal intimations, Greetings, new schemes intimation to your clients with new inbuilt SMS Module. (Location: New Menu named as SMS is added) How to activate your SMS Feature in the software? Please enter your Password and click on ACTIVATE Button. Features at a Glance: Messaging Setup: - To startup kindly enter your Mobile no. with the name that needs to be added at the end of each message. Broadcast Messages: - This option will enable you to send new messages easily and quickly to one or more recipient at a time. You can select messages to be sent from LIBRARY. You can also import mobile nos. stored in your database using IMPORTS. Service Configuration: - This feature enables you to customize system Predefined Messages. For e.g. If you want to change the default birthday message, you can modify from this option. Processed Messages: This will help you to process and send predefined messages as configured in Service Configuration. You can select date range by double clicking on date. You can also edit the messages that will be sent. Usage Summary: - This will Give you summarized SMS Usage status. Usage Details:-Gives you the list of messages sent status with analysis using Filter option. You can also resend a message using this option. SOTS Balance Check: -This feature helps to know the no. of SMS left in your SOTS account. You can Refill the SOTS Balance by Purchasing SOTS Cards Please enter the Pin No. provided by DATACOMP and click on Refill. Message Library: - This option helps you to maintain existing library and to add new messages VMPro - Non Life 2.3-4

5 Special Handling of Private Companies Health Products: Now it is possible to do Policy data entry of Private company s health products and generate different reports related to it. The products supported are: 1) Bajaj Allianz - Health Guard Policy 2) HDFC Ergo - New Healthwise Policy 3) ICICI Lombard - Critical Care Policy 4) Reliance - Healthwise Policy 5) Tata AIG Health Care+ Policy 6) Star Health a) Mediclassic Policy b) Family Health Optima Policy c) Senior Citizen Red Carpet Policy d) Super Surplus Insurance Policy. You can also check for Premium quotation of Private Companies from Premium Calculators and Ready Reckoners (Location: Premium Calculators > Health Products > Private) Customer Browser: This feature helps you to search clients, view or modify his related records (Policies/Endorsements/claims) thus improving productivity. Right click on the group code to know more details (Location: Special Features > Customer Browser) Bulk Intimations: This feature helps you to send Detailed GroupWise renewal intimations easily to multiple clients with option to view or temporily modify report values before sending out to clients One time Settings: After updating your software to 2.1, in System tray you will find click yes software installed > Right click on this icon and deselect start suspended and select start on logon as shown below:- This will enable to send bulk mails without interruption every time system starts. (Menu Location: Special Features> Send bulk mails) Enhancements 1) Oriental Following Department Rates has been updated i. Fire (Terrorism Surcharge and Earthquake), ii. Shopkeeper iii. Office Umbrella iv. House holder v. Mediclaim - Early Entry Discount has been implemented. 2) New India Motor and Fire rates has been updated. 3) United Motor Rates has been updated VMPro - Non Life 2.3-5

6 4) Nationalized Companies - In Motor Department new discount option Own Damage Total Premium Discount has been introduced, this will calculate discount on OD Total Premium. 5) Renewal Reports: Now all renewal reports will display Due (actual) renewals (Incase if the policy is renewed, the policy will be excluded from the renewal List and only those policies whose renewals are yet to be collected will be Displayed) 6) Age Selection Now for Government Companies mediclaim policies, it is now possible to select which age (Completed or Running) to be considered for calculation. (Location Miscellaneous > Preferences > Non Life Title) 7) New Insurers Now total 20 Insurers updated in Master data. 8) Group code Now you can enter group code up to 6 Characters. 9) Grand Total - Now all reports under Analysis and Statistics will show grand total for getting a complete picture of your business. 10) Agency Mobile No. Now you can maintain and send SMS to your Agents/Sub-Agents about new introduced schemes & other communications. A new Mobile no. field has been added in Master Data > Agencies. 11) Premium Deposit Entries Now you can view the Policy related details like department and other information during Premium Deposit Entries. 12) Payment Modes Two new payment modes Bank Guarantee (BG A/c) and Cash Deposits (CD A/c) has been added. VMPro - Non Life 2.3-6

7 Visual Magic Pro (Non Life) version 2.0 New Feature 1) Multi Insurer Support: An Insurance Company Master is provided in the Master Data Section with the list of all the names. 2) All Private Insurance companies are provided with five products Fire, Fire Floater, Motor, Workmen Compensation and Machinery. 3) Premium Deposit Entry: New Premium Deposit Entry Form has been provided in Transaction Data Section and its Register is provided in Policy Records Section. 4) All Companies one Product & One Company All Policies: This feature is provided in Policies Data Entry Form, which allows you to view the policies of one Product in All Companies and it also allows you to view All policies of one company. Health Products: 1) New Health Insurance Policy of United Insurance Company has been introduced and Its Reckoner is also provided in Ready Reckoners section. 2) New Parivar Mediclaim Policy of National Insurance Company has been introduced and Its Reckoner is also provided in Ready Reckoners section. 3) The New India - Mediclaim policy is revised with Zone, Health Club member, Diabetes, Hypertension options and a Reckoner is also provided for the same. 4) Endorsement: Nil Endorsement option is provided in Endorsements form. 5) Default Product: Default Product for Policy Data Entry option is provided in Preferences page to set a default product in Policy data entry form. 6) Enforced Policies: Enforced/Active policies option is provided in Insurance Charts to view only the policies that are Active. Enhancements 7) New India Motor Dept, OD & Liability Rates have been updated. 8) Oriental Insurance Motor dept, OD rates have been updated. 9) National Insurance Motor dept, OD rates have been updated. VMPro - Non Life 2.3-7