LIC Stickynote Agent App
4.1
Introducing the LIC StickyNote Agent App, the next generation app for LIC Insurance Professionals in India. Designed specifically for Life Insurance Advisors, this app delivers data to you for working offline from anywhere and everywhere, making it convenient and efficient. With features like automatic data backup, managing client details, sending birthday wishes, tracking policies, premium dues, and more, this app is a game-changer for LIC Insurance Professionals. Additionally, you can update and lookup portal information online, track your performance, and even reach multiple clients with personalized SMS in a single shot.
❤ Data Backup: Automatically backup your client's information to your own Google Account and retrieve it when you re-install the LIC Stickynote app.
❤ Manage Clients: Easily manage client details such as contact number, DOB, email, address, and more. Add, merge, split, or delete client information as needed. Keep track of each client with notes and contact images for better identification.
❤ Birthday Wishes: Send personalized birthday wishes to your clients using pre-defined templates. Make your clients feel special by greeting them in advance or belatedly.
❤ Policies: Access policy details offline, differentiate policies by status, filter policies by FUP date and sum assured, and view and generate revival quotations for lapsed policies.
❤ Premium Dues / SB: Follow-up with clients on premium dues, track and share due lists month-wise, view outstanding estimated commission, and provide survival benefits information to policyholders.
❤ Premium Calculator: Deliver quotations to clients in a simple and sleek manner. Present plan projections in PDF or text format.
❤ Regularly backup client data to your Google Account to ensure you never lose important information.
❤ Take advantage of the birthday wishes feature to strengthen your relationship with clients and show them that you care.
❤ Use the premium dues and survival benefits features to effectively track and manage client payments and provide them with necessary information.
The LIC Stickynote Agent App is the ultimate tool for LIC Insurance Professionals in India. With features like data backup, client management, policy tracking, premium dues management, and a premium calculator, this app simplifies and enhances the work of Life Insurance Advisors. Whether it's managing client details, sending birthday wishes, accessing policy information offline, or tracking performance, this app provides essential features to increase productivity and improve customer service. Don't miss out on the convenience and efficiency of the LIC Stickynote Agent App. Download it today for a seamless experience in the world of LIC insurance.
