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.
• Automatic Backup of your client's information to your own Google Account and retrieve it when you re-install the LIC Stickynote app.
★ 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.
★ 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.
★ 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.
• Reach multiple clients with your personalized SMS in a single shot.