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LIC Stickynote Agent App

LIC Stickynote Agent App APK

LIC Stickynote Agent App APK

5.4.1 FreeFlendzz Technologies (P) Ltd ⇣ Download APK (31.02 MB)

What's LIC Stickynote Agent App APK?

LIC Stickynote Agent App is a app for Android, It's developed by Flendzz Technologies (P) Ltd 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 4.25 stars with 2,816 rated times.
This product is an app in Finance category. More infomartion of LIC Stickynote Agent App on google play
Next generation app for LIC Insurance Professionals of India

+ App specially designed for the Life Insurance Advisors (LIC) of India.
+ Delivering data to you for working Offline from Anywhere and Everywhere.
+ Reducing the effort of using LIC Website Agent Portal by bringing it to you offline at your convenience.

Features Break-Down:

DATA BACKUP
• Automatic Backup of your client's information to your own Google Account and retrieve it when you re-install the LIC Stickynote app.

CLIENTS

★ Manage Clients:
• Manage the client details like (contact number, DOB, email, address and so on).
• Add your client details manually.
• If you prefer, you could merge or split your client information.
• Remove the redundant client's details and policies using Delete option.
• Add notes for your reference and keep track on each and every clients.
• Add a contact image on your client's profile for better identification.

★ Birthday Wishes:
• Wish your client's on their birthday and even greet them in Advance and belated wishes.
• Use the pre-defined templates to wish your client's through text and make them feel special.

★ Trash (Deleted Clients):
• Track the deleted client’s details at any time.
• Mistakenly deleted your client details? Don't worry. We have the option to recover it.

POLICIES

★ Full Policies:
• Access the downloaded policy details in offline too.
• Differentiate your policies as Inforce, grace, lapsing, lapsed and matured.
• Filter your policies by FUP date, sum assured much more.

★ Paid/Unpaid Policies:
• Get the last 6 months Paid/Unpaid premium lists of your policy holder's which help you to track and improve your business.

★ Lapsed / Revival:
• View and generate PDF your lapsed policy details in offline too.
• Revival quotation is available.
• View your revived policies separately.
• Bounce back with the things you lost in Lapsed by reviving it.

★ ECS Policies:
• Convert your monthly policies to ECS as 7th, 15th & 28th and make it simple.

PREMIUM DUES / SB

★ Premium Due List:
• Follow-up your client & convert the due.
• Apply the Filter option and get the specific details.

★ Month-Wise Dues:
• Track and share the dues according to previous, current and upcoming month.
• View the outstanding est. commission.

★ Month-Wise Dues (Custom):
• Customize the month wise due list by adding and deleting it.

★ Outstanding Dues:
• Keep insight on Outstanding Dues & catch your policy holders.
• Use the Filter option to specific dues.

★ Survival Benefits:
• Get the past, present & future survival benefit of your policy holders & share with them.

PREMIUM CALCULATOR

★ Plan Now:
• Simple & sleek plan presentation to deliver quotation right place at the right time.
• Project your plan presentation in PDF/Text in an attractive manner.

PORTAL UPDATE (ONLINE)

★ Full Updates:
• Download & Update all the policy details such as Lapsed, Birthday list & Full policies.

★ Full Name Download:
• Get the Full Name of your Policy holders & avoid confusion.

★ LPP/SGL Details Download:
• Get all the policy details of you SGL and LPP clients.

★ Customized FUP Updates:
• Update FUP date of your policies in a customized way or as previous & current month.

★ Last Update Stats:
• View your paid policies & new policies once after the portal update.

PORTAL LOOKUP (ONLINE)

★ Loan / Status:
• Lookup loan and surrender value in a Single touch.
• Share those details to your clients.

★ Premium Paid Statement:
• Easy way to view and share premium paid statement.

NEW POLICIES TRACKING
• Track your Performance as Calendar/Financial Year Wise & increase the Graph.
• Check out your year wise total premium.

SMS SHOOTER
• Reach multiple clients with your personalized SMS in a single shot.

Website: http://www.stickynote.in
Email: [email protected]
Phone: 044 4263 9469 | 98845 45080

Facebook: https://www.facebook.com/licstickynotepage