Stickynote S2 - Agent App / Policy Status
Stickynote S2 - Agent App / Policy Status APK
5.7.1 ․ 10 months agoFree ․ Stickynote Apps ⇣ Download APK (25.30 MB)
Simple & Easy application for Agents to Work Offline.
What's Stickynote S2 - Agent App / Policy Status APK?
Stickynote S2 - Agent App / Policy Status is a app for Android, It's developed by Stickynote Apps author.
First released on google play in 54 years ago and latest version released in 10 months ago.
This app has 13K download times on Google play and rated as 3.77 stars with 669 rated times.
This product is an app in Business category. More infomartion of Stickynote S2 - Agent App / Policy Status on google play
Simple & Easy application for Agents to work Offline from Anywhere and Everywhere.
Features Break-Down:
DATA BACKUP
• Automatic Backup of your client's information to your own Gmail Account and retrieve it when you re-install the Stickynote Agents 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 of each and every clients.
• Add a contact image to 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 (Custom):
• Customize the month wise duelist 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.
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.
Features Break-Down:
DATA BACKUP
• Automatic Backup of your client's information to your own Gmail Account and retrieve it when you re-install the Stickynote Agents 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 of each and every clients.
• Add a contact image to 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 (Custom):
• Customize the month wise duelist 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.
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.
