• Best suited & Ready-to-use for Life Insurance & General Insurance Agents.
• Now follow-up is made simple.
• Reuse your existing LIC Data – (Seamless integration with your existing Data-base through our Desktop Software)
• Create New Data-base – (from Mobile / computer – with our formatted Excel)
• Automated Reminder - Store your customer data once in the application and the reminder will be sent automatically. (Dues, Survival & Maturity) Apart from policy reminders Birthday and Anniversary wishes were also automated.
• Marketing tool - You can also create any marketing message and send it to the select groups.
• Database - Create customer database. Manage customer database (Add/Edit/Delete/Search)
• Database backup - Backup your customer database from your application to any other device or desktop that will help you to retrieve it later.
• Create Groups - Apart from LIC and GIC groups you can also create any new group and use them for general communication.
• Personalised Message - All automated SMS are personalised one and it addresses the customer with his name. Example: If the customer name is Anand then the message starts with Dear Anand, etc.
• Signature - Your signature tags every outgoing SMS (your Name and Mobile No.,)
• SMS plan - Zero SMS recurring cost, this application uses your mobile operator SMS plan.
• Desktop Support Application – to convert your existing Database - Along with our mobile application we also provide Desktop software that will help you to covert your existing database and store them easily in our application. Then the automated alerts will be taken care of by our application.
• Custom Templates - You can create and store your own wordings in the template whether it is Birthday,
Anniversary, Welcome Message, LIC suffix, GIC suffix etc.
• Multiple Auto Reminders - You can set multiple reminders (upto 4) in the Admin page.
• Religious Wishes - You can send religious wishes to a select religion.
For more information, please check our website at http://www.himate.in
or e-mail us at [email protected]
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