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.
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