LIC Plan Presentation Software – Free Download

(Last Updated On: June 12, 2019)

LIC Plan Presentation Software – Free Download. LIC Plan Presenter from InsuranceFunda is an excel based plan presentation software which can help you to get a clear idea of all popular plans from LIC. It can help to compare all the benefits of plans such as insurance coverage, tax benefits, loan availability, maturity benefits etc. This software is completely free and does not contain any adware in it.

You can convert the created presentations to pdf format and send it to your clients also. Please note that this software is designed for Windows desktop with Microsoft Excel installed in it.

LIC Plan Presentation Software – Download

Download the plan presentation software by clicking the button given below. Save it to a convenient location of your system (Preferably Desktop itself).

LIC Plan Presentation Excel free download

Plan Presentation Software – Steps involved in installation and usage.

  1. Download the software.
  2. Save it at an appropriate place.
  3. Open the software.
  4. Enable ‘Macros’ for the Excel workbook
  5. Click on ‘Plan Calculator’ Button
  6. Enter plan quotation details in Data Entry Screen
  7. Click the blue circular button with arrow mark to open plan presentation
  8. Use ‘Export to PDF’ button to convert the presentation to PDF and send by email or WhatsApp
  9. Click on the ‘Home’ button to return to the ‘Quotation Details’ page.

LIC Plan Presentation Software – How to enable macros?

You will have to enable macros in your Excel application to use this software. Enable macros from the ‘Options’ button at the security tab as shown in the figure given below.

LIC Plan Presentation software free download

You will be prompted to enable macros in the next child window as shown in the figure given below.

LIC plan presentation software - how to enable macros

If you want more help on enabling macros, it is available in the lower portion of the software itself. Click the link to open the tutorial.

LIC Plan Presentation Software – How to use it?

Open the downloaded software and enable the macros as shown above. Click on the ‘PlanCalculatorr’ button to go the ‘quotations data entry’ screen.

LIC Plan Presentation software free download - Excel calculator

In the quotations data entry screen you can select the plan and give the plan parameters as age, sum assured etc to create plan presentation.

LIC Plan Presentation software excel how to use it

Click on the blue circular arrow button the open presentation to create presentations. Look at the sample presentation given below to understand how the created reports will look like.

LIC Plan Presentation software free download
Sample presentation from LIC Plan Presenter


How to export the presentations to PDF

You can easily export the created presentations to PDF using a special button provided in the right side of the reports. If you are using microsoft excel 2010 you can readily use this button to convert presentations to PDF.

If you are using a lower excel version, you will have to install a small add-in software from Microsoft called ‘Microsoft Save as PDF’ add-in to enable this functionality on the software. You can directly download the software from Microsoft site by clicking here.

Alternatively you can download ‘Microsoft Save as PDF add-in’ from InsuranceFunda link also. Download and unzip the folder and install the software. Now you are ready to export your presentations to PDFs.

You may be also interested in:

Please use the software and notify me of any mistakes or suggestions. I am planning to add more functionalities to this software in the future. So check back and update the software periodically. Please use the comment section given below to give your suggestions.

20 thoughts on “LIC Plan Presentation Software – Free Download

  • March 18, 2019 at 11:54 am
    Permalink

    Bhut Bhut shukriya sir dil dhanyavad aap ne jo calculator diya esliye

    Reply
    • March 19, 2019 at 1:24 pm
      Permalink

      Hi Dhananjay, Happy to know that the calculator is useful. I shall add more functions in the future.

      Reply
    • March 21, 2019 at 7:09 am
      Permalink

      Thanks sir open is xls im happy sir &happy holi sir

      Reply
  • March 19, 2019 at 3:45 pm
    Permalink

    Hi sir i like your xls calculator &I buy that calculator pliz send parches praise my whatsapp no 9850642298&your mo no.?

    Reply
    • March 20, 2019 at 1:06 pm
      Permalink

      Hi Dhananjay,
      This calculator is free and you can download it from the post itself. No need to give any money.

      Reply
  • May 12, 2019 at 5:08 am
    Permalink

    hi this version expired showing

    Reply
    • May 12, 2019 at 12:25 pm
      Permalink

      Hi Kunal,
      Thank you for notifying. Download the latest version from the links provided. The new version has been uploaded.

      Reply
  • September 3, 2019 at 6:41 am
    Permalink

    Dear sir, please add term rider also
    thanks in advance

    Reply
    • September 3, 2019 at 6:59 am
      Permalink

      I shall add it in my future update.

      Reply
  • February 15, 2020 at 1:52 pm
    Permalink

    Sir, It keep gving the error

    Current version is expired.

    Even when I have downloaded the latest version

    Please fix it.

    Reply
    • February 15, 2020 at 4:20 pm
      Permalink

      It will take some time to update the software incorporating new changes in it. I shall try to do it as early as possible.

      Reply
    • February 15, 2020 at 4:39 pm
      Permalink

      I shall update the software soon… As there are some changes after refiling of plans… It will take some time.

      Reply
  • May 25, 2020 at 2:10 am
    Permalink

    Sir when we are getting updated version. please share link in mail

    Reply
    • May 25, 2020 at 7:04 am
      Permalink

      Regularly check updates… Now version 1.7 is running. Tomorrow 1.8 is expected to be released.

      Reply
    • May 26, 2020 at 9:12 am
      Permalink

      Smart-All In One Calculator- New Update released.
      Version 2.0
      1. Profile picture update implemented
      2. Menu in data entry pages implemented
      3. Aadhar Stambh and Shila Sum Assured bugs fixed
      4. Jeevan Umang premium bug fixed
      5. Disclaimer added to reports
      6. Plan features corrections
      7. Bonus description added to reports.
      8. Some other bugs fixed and enhancements implemented

      Updation link
      https://play.google.com/store/apps/details?id=com.anish.creation_plan

      Reply
  • May 25, 2020 at 2:11 am
    Permalink

    not getting new version please send like on mail

    Reply
    • May 25, 2020 at 7:01 am
      Permalink

      Just click on the link provided in the post to update the software…
      Or you can just Google to get the app from playstore.

      Reply
  • July 7, 2020 at 2:51 pm
    Permalink

    sir please send my mail id lic calculator new version

    Reply
  • July 31, 2020 at 2:19 pm
    Permalink

    Plan presentation software is outdated. please update with current policies.

    Reply

Add a comment here..