Starting Up

HeliumLic is a result of dedicated efforts put up by a team of of young entrepreneurs.It has been developed in consultation with Agents, Dev. Officers & Marketing Officials of L.I.C. Of India with a view to strenghten them to face the new demands of the customers as also the competition from private insurer companies. While developing the software, it has been kept in mind that it should be user friendly and easy to use.Its performance on Desktop/Laptop is unmatched and HeliumLic is the only truly Laptop Version available in the market.HeliumLic consists of Lic-Marketing and Lic-Servicing. For features click the LIC-MARKETING and LIC-Servicing tabs.

Succeed with us!

Agents Manual: to know the features of plans

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On a beautiful screen,one can surf all the provisions under a plan,viz; death, maturity and survival benefits, riders, restrictions,rebates,Special Report Chart and others. Enjoy its sizzle and speed.View

Calculator: a tool for effective tele-marketing

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On a single click, tabular, yearly, half- yearly, quarterly, single premiums (with and without accident benefit) & Maturity Benefits are calculated.Further, plan specific Survival Benefits, Maturity and Death Benefit Compositions, Windows Calculator and Media Player are also available on the same screen.A truly one window shopping. It can be effectively used for Tele- Marketing.View

Presentations: to inform and influence your clients

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Single Plan	Product Mix	Family Package

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Plan Brochure View Sample	Benefits and Summary View Sample	Benefits and Summary View Sample
Cash Flow Chart View Sample	Cash Flow Chart View Sample	Cash Flow Chart View Sample
Cost Benefit Analysis View Sample	Cost Benefit Analysis View Sample	Customer Wise Report View Sample
Help File	Help File	Help File

Series Combinations: to produce special effect

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An exceptionally fast tool to design any kind of product. Mix up a chain of plans or add selected plan and design a product which proves to be better than what any private company can offer.Its strength can't be explained but can be used to shoot up high profile business.Links to samples of reports generated are also given here. Sample-Front Page Sample-Cash Flow Sample-Details

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Serve Your Customer, it's easy!

Lists, you can generate

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Policy Master Address Master Phones Master Birthdays in the selected Month Maturity Intimation List Family Business Flow Chart

Lists of grace period expiring- Tomorrow, in the current month, in next 30 days Lists of Premium Due- Today, in the current month, in next 30 days, in a Family in next 30 days

Policy Enquiry, you can do through

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Name/Policy Number Premium Tel/Mobile Number

Date Of Birth Date Of Commencement Current Age

Data Analysis for your business boost-up

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Sum Assured Wise Premium Wise Plan Wise Mode Wise

Term Wise Current Age Wise Sex Wise

Letters you can generate to write to your customers

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• Birthday greetings
• Next due intimations of all policies in a family
• Next due intimations of all policies of a policyholder

Dev. Officers' Specific Job

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• Agency Master
• Agents Licence Expiry Statement
• Performance Analysis
• Merit List Of Agents
• Comparison between two years business figures
• Letter Screen
• Appraisal Screen

First Time Installation Instructions

System Requirements

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-Works on WindowsXP and later versions.

-Needs Microsoft Office XP Or later Versions preloaded on the system.

-Covers around 100 MB Of Disk space on C:\ Drive.

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Installation Steps

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Step1:

Open folder "HeliumLIC-SetUp" on the CD.

Step2:

First run setup. Follow the instructions.

Step3:

Then run setup2.Follow the instructions.

Important: You need not touch other files/folders on the CD.

Step4:

Go to C:\Program Files\Helium.There you find an icon type file named "Helium-LIC.exe". Create a shortcut to Desktop.

Step5:

Open Helium-LIC.exe and Click Initialize Button. File will close.

Step6:

Again open it and click Allot Serial Number Button. Again file will close.

Step7:

Open it and you find the Serial Number for your package. Ask for the corresponding ID Number.

Step8:

Create & Open a new Microsoft Access Application file on Desktop and follow the following steps.

Steps to follow if MS-Office 2003 is installed:

Go To: Tools - Macro - Security. There you check/select "Low".

Steps to follow if MS-Office 2007 is installed:

Go To: Office Button- Access Options - Trust Center - Trust Center Settings -Macro Center Settings .There you check/select "Enable all macros."