Client Management (Free software)
Client Management is a useful and user friendly software created by me especially for the agents and Development Officers of Life Insurance Corporation of India, who need to manage large number of clients in their day to day activity.
This software helps to keep track of the list of the clients, their address, phone numbers etc. A special module is provided to enter the policy details of the clients. Policy number of any client can be accessed and edited easily. Appointments and meetings also can be managed easily. Reports are provided for viewing and printing address, Phone numbers,
On starting the software you will be prompted on enabling the macros. You can trust this software and please feel free to enable the macros. If such a message is not coming you will have to check the macro security level of your system and lower the level if needed.
Download Client Management.
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23 thoughts on “Client Management (Free software)”
ANISH SIR GREAT SOFTWARE . VERY USEFUL IN REAL LIFE.
NO WORDS FOR YOUR MAGIC.
Great work Anish. See if you can accommodate some help and tooltips for each fields.
Great Job Mr.Anish God Bless you
the thing i have been searching for . many many thanks for your kind service to the lic agents of india . thanks and keep going
please teach how to use the software.. how to install?
thank u sir…………
great work sir and very thoughtful of you providing this software free. Thank you for making this software sir
really a very nice software sir.thank you..
I am not insurance agent..
but software is very good….
I am bank dsa business.. very use ful..
thank u sir……….
Good software…thanks a lot..
Great work, Thanks and a sincere appreciation.
Can you please add a table for Premium Calendar and then in the report section – Generate a report for Customer + Policies + Premiums for the current month
Great work, can please add the premium calendar for each policy and then generate a report of Customer + Policies + Premium for the current month?
its really good sir
gr8 . thanks
Hey i am not able to Download the complete software?
Where can i get it?
When i open the .mdb file it says 'too many active users'. I am using access 2007. is ur software compatible with 2007 version? plz advise?
Sir, Its a great Job. Thousand time thanks to you and respect your work.
sir you are relay brilliant, thank you very much.
software is very useful thanks again sir
Can I dowld the software in Android mobile.?.I can't open it.give me ur valuable suggestions
This software is for Windows only.. I ll try to provide an android version soon..