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.
