LIC Policy Tracker
LIC Policy Tracker APK
9.7 ․ 6 years agoFree ․ dbReign Software Solutions LLP ⇣ Download APK (4.82 MB)
What's LIC Policy Tracker APK?
LIC Policy Tracker is a app for Android, It's developed by dbReign Software Solutions LLP author.
First released on google play in 6 years ago and latest version released in 6 years ago.
This app has 0 download times on Google play and rated as 4.48 stars with 5,250 rated times.
This product is an app in Finance category. More infomartion of LIC Policy Tracker on google play
LIC premium calculator cum LIC policy tracker. LIC policy tracker is meant only for Agents/ CLIAs. Not for LIC policy holders. Helps you track all your policies offline and filter/ sort them according to your requirements. LIC Policy Tracker comes with a powerful set of filters that you can customize to suit your needs. Plot graphs to analyze your past/ present performance.
LIC Premium Calculator
• Calculate premium from sum assured OR maturity value OR approximate premium that a client is willing to pay.
• Include loan/ surrender value projection along with the premium quote.
• Generate beautiful PDF reports.
• Printable plan brochures.
• Save premium quotes for future use.
• Broadcast premium quotes with selfie on Facebook.
Offline Portal
• Offline access (no internet needed) to all your policies.
• Filter/ Sort policies based on various parameters.
• Search policies using policy holder name or policy number.
• Voice-driven policy lookup (watch video above).
• View updated policies (new + premium paid) after each sync.
Premium Due
• List policies whose premiums are due.
• Shows the total number of dues, premium to be paid as well as the total outstanding commission.
• Share premium due quote via SMS, Email, WhatsApp etc.
• Search policies using policy holder name or policy number.
Offline Premium Due/ Maturity Reminder
• Automatic Premium Due/ Maturity Reminder. No manual interaction needed to set reminders.
• Reminds you before a configurable number of days.
• Daily alerts.
• Automatically send reminder SMS to policy holders.
• Automatically categorizes reminders to 'Upcoming', 'Today' and 'Overdue/ Matured'.
• Ability to forward premium due/ maturity alerts to clients via SMS, Email, WhatsApp etc.
Birthday Reminder
• Automatic birthday reminder of policy holders. No need to manually set reminders.
• Categorizes reminders to 'Today' and 'Upcoming'.
• Daily alerts - Never miss the special day!
Lapsed Policies
• Track all lapsed policies.
• Calculate total lost commission.
Business Insight
• Month wise breakup of new policies, sa, number of renewals and renewal premium.
• Total of all business parameters for the specified date range.
NB Plotter
• Plot graphs detailing new business information between a specified date range.
• Plot parameters include sum assured, premium and commission.
Online Utils
• Premium paid statement - View/ Print/ Share premium certificate of any of your policy.
• Policy status view - View/ Save/ Share status of any of your policy instantly.
• Revival quote - View/ Save/ Share revival quote of lapsed policy.
• Loan - View/ Save/ Share paid up value, accrued bonus, surrender value and loan.
• Ask LIC (SMS enquiry service).
Date Filters
• DOC.
• FUP.
• Maturity Date.
Policy Parameter Filters
• Sum Assured.
• Premium.
• Commission.
Payment Mode Filters
• YLY.
• HLY.
• QLY.
• MLY.
• SGL (Single).
• LTD (Limited PPT).
Sort Options
• Policy holder name (A-Z).
• FUP Date (Old to New).
• Policy (New to Old).
• Commission (High to Low).
• Premium (High to Low).
• Sum Assured (High to Low).
• Maturity Date (Old to New).
LIC Premium Calculator
• Calculate premium from sum assured OR maturity value OR approximate premium that a client is willing to pay.
• Include loan/ surrender value projection along with the premium quote.
• Generate beautiful PDF reports.
• Printable plan brochures.
• Save premium quotes for future use.
• Broadcast premium quotes with selfie on Facebook.
Offline Portal
• Offline access (no internet needed) to all your policies.
• Filter/ Sort policies based on various parameters.
• Search policies using policy holder name or policy number.
• Voice-driven policy lookup (watch video above).
• View updated policies (new + premium paid) after each sync.
Premium Due
• List policies whose premiums are due.
• Shows the total number of dues, premium to be paid as well as the total outstanding commission.
• Share premium due quote via SMS, Email, WhatsApp etc.
• Search policies using policy holder name or policy number.
Offline Premium Due/ Maturity Reminder
• Automatic Premium Due/ Maturity Reminder. No manual interaction needed to set reminders.
• Reminds you before a configurable number of days.
• Daily alerts.
• Automatically send reminder SMS to policy holders.
• Automatically categorizes reminders to 'Upcoming', 'Today' and 'Overdue/ Matured'.
• Ability to forward premium due/ maturity alerts to clients via SMS, Email, WhatsApp etc.
Birthday Reminder
• Automatic birthday reminder of policy holders. No need to manually set reminders.
• Categorizes reminders to 'Today' and 'Upcoming'.
• Daily alerts - Never miss the special day!
Lapsed Policies
• Track all lapsed policies.
• Calculate total lost commission.
Business Insight
• Month wise breakup of new policies, sa, number of renewals and renewal premium.
• Total of all business parameters for the specified date range.
NB Plotter
• Plot graphs detailing new business information between a specified date range.
• Plot parameters include sum assured, premium and commission.
Online Utils
• Premium paid statement - View/ Print/ Share premium certificate of any of your policy.
• Policy status view - View/ Save/ Share status of any of your policy instantly.
• Revival quote - View/ Save/ Share revival quote of lapsed policy.
• Loan - View/ Save/ Share paid up value, accrued bonus, surrender value and loan.
• Ask LIC (SMS enquiry service).
Date Filters
• DOC.
• FUP.
• Maturity Date.
Policy Parameter Filters
• Sum Assured.
• Premium.
• Commission.
Payment Mode Filters
• YLY.
• HLY.
• QLY.
• MLY.
• SGL (Single).
• LTD (Limited PPT).
Sort Options
• Policy holder name (A-Z).
• FUP Date (Old to New).
• Policy (New to Old).
• Commission (High to Low).
• Premium (High to Low).
• Sum Assured (High to Low).
• Maturity Date (Old to New).
