LIFE INSURANCE SOFTWARE
A single digital platform which can help you drive your businesses across all asset classes
Cloud Solution For Life Insurance
Features
- Data management for policy & proposal
- Business analysis at all level
- Track customer service with advance CRM system
- Consolidated Insurance Portfolio Creation with Comprehensive Portfolio Chart
- 360 Degree Customer View
- Manage Customer Service Requests, Task Assignment and Tracking
- Auto Reminder for Renewal & Birthday wishes via email or SMS
- CUSTOMER MOBILE APP: Enhance your brand image by offering your customers a best in the class MOBILE app on Android & iOS
- ADVISOR MOBILE APP: Stay in control of your business on the move with an Advisor App on Android & iOS
Features
- Plan Combination Presentations
- Customer Relations Management
- Policy Portfolio Presentation
- Data management for policy & proposal
- Customer Portfolio Management
- Policy Management System
- Premium Management System
- Commission Management System
- Analysis and Statistics
- Personal Organiser
- Paperless Office Module, allowing digital documentation
- Tools Module including Advance Need Analysis Tools and Financial Calculators
- L.I.C. agents use this software for their entire business operation
- Reminder for Renewal & Birthday wishes via email or SMS
- Online Updation
An offline desktop based end to end business solution for LIC agents.
Desktop & Laptop Software for LIC Agents
A pre-sales and post-sales application on android tablets & smart phones
Mobile Software for LIC Agents
Features
- A very powerful pre-sales application which empowers the advisors on the field.
- It generates effective and visually striking presentations in seconds.
- L.I.C. agents use this software for their entire business operation
- Plan Combination Presentations
- Readymade Combinations
- Complete Servicing Reports
- Policy Portfolio Presentation
- Data management for policy & proposal
- Customer Portfolio Management
- Policy Management System
- Premium Management System
- Tools Module including Advance Need Analysis Tools and Financial Calculators
- Auto Reminder for Renewal & Birthday wishes via email or SMS
- Powerful Business Marketing App
- Greeting Combination Posters
- Online Updation
- Combination & Concepts Posters
- Personalized Birthday & Anniversary Posters
- Marketing Videos
- Combination & Concepts Videos