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Insurance Advisor Business Toolkit
Toolkit · Trading, Finance & Services

Insurance Advisor Business Toolkit

15 Excel calculators · Cover Need, Premium Compare & Proposal · Instant access

₹149 + 18% GST = ₹175.82
All add-on kits together (optional)₹299
Main product + all add-on kits₹448 + GST
FormatExcel workbook (.xlsx) that also opens in Google Sheets, plus a Setup Guide (PDF)
DeliveryInstant, by email
Buy Now (₹149) One-time payment in INR. GST is added at checkout and shown before you pay; a GST invoice comes with your order. Secure payment by UPI, cards or net banking. Please read the Refund & Cancellation Policy before you pay.
  • Excel calculators with ready formulas
  • Live dashboard
  • Setup Guide (PDF) with screenshots
  • Works in Excel and Google Sheets

What is inside

The main workbook has these ready sheets:

  1. Human Life Value
  2. Term Cover Need
  3. Health Cover Need
  4. Premium Comparison (5 Quotes)
  5. Child Education Goal Planner
  6. Retirement Goal Planner
  7. Policy Maturity & Return
  8. Premium Mode (Yearly to Monthly)
  9. Client Proposal (A4 print-ready)
  10. Existing Policy Review
  11. Inflation Impact
  12. Tax Deduction Planner
  13. Loan Protection Cover
  14. Commission Calculator
  15. Client Summary Dashboard

Sample screens

Human Life Value
Human Life Value
Term Cover Need
Term Cover Need
Health Cover Need
Health Cover Need
Premium Comparison (5 Quotes)
Premium Comparison (5 Quotes)
Child Education Goal Planner
Child Education Goal Planner
Retirement Goal Planner
Retirement Goal Planner

Optional add-on kits

Add any of these at checkout, one by one at the price shown, or all of them together for ₹299. Prices are before GST.

Policy Renewal Control Kit
Policy Renewal Control Kit
  • All clients & policies
  • Renewals due this month
  • Lapsed list
₹99
Lead & Prospect CRM Kit
Lead & Prospect CRM Kit
  • Leads & follow-ups
  • Meetings log
  • Proposals & conversion
₹79
Claims Assistance Kit
Claims Assistance Kit
  • Claim register & status
  • Documents checklist
  • Days open tracker
₹79
Family Needs Analysis Kit
Family Needs Analysis Kit
  • Client fact-find
  • Cover gaps
  • One-page needs report
₹79
Commission & Income Tracker Kit
Commission & Income Tracker Kit
  • Business booked
  • Commission received
  • Renewal forecast
₹99
Client Service & Greetings Kit
Client Service & Greetings Kit
  • Birthdays & anniversaries
  • Service requests
  • Annual review list
₹49

Price list

ItemPrice (INR, before GST)
Insurance Advisor Business Toolkit₹149
Policy Renewal Control Kit (optional)₹99
Lead & Prospect CRM Kit (optional)₹79
Claims Assistance Kit (optional)₹79
Family Needs Analysis Kit (optional)₹79
Commission & Income Tracker Kit (optional)₹99
Client Service & Greetings Kit (optional)₹49
All 6 Kits: Complete Insurance Advisor System (optional)₹299

GST at 18% is added on top at checkout. Seller: AVSVishal Media Pvt Ltd, GSTIN 08ABCCA2054Q1ZF.

Requirements

Microsoft Excel on a laptop or desktop, or the free Google Sheets app on a mobile phone. Every rate, price and fee is your own input: the sheets do the calculation, they do not give tax, legal or professional advice.

Delivery

Download links appear on screen right after payment and are emailed to you within minutes. Nothing is shipped. See the Shipping & Delivery Policy.

Questions?

Write to contact@avsvishalmedia.com. We reply within 24 to 48 working hours.

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