The key features of this app has been listed below
• Perform the entire policy sale process including proposal entry,Payment collection and Receipt generation
• Get Product information and share it with customers too via SMS/Email
• Calculate premium across all products and share it with customers via SMS/Email
• Perform effective renewal management by sending alerts as well as payment links to customers via SMS/Email before the expiry date
• Personalize your customer interaction by sending Birthday wishes on Customer`s Birth date
• Generate your report for following features – Product wise premium,Claims Ratio, Commission paid
• Know your customer`s claim details with updated status
• Create and Manage Followups for Policy Sale,Policy Issuance and any other processes.
• Create and Manage Medical Appointments for customers who have to under go Pre-medical screening before Policy issuance.