Used Policy Manager for Insurance Agent / Adviser for Android? Share your experience and help other users.
Key Details of Policy Manager for Insurance Agent / Adviser
- This application help Insurance Advisor to manage and keep the track of their client insurance policy.
- Last updated on
- There have been 4 updates
- Virus scan status:
Clean (it’s extremely likely that this software program is clean)
Developer’s Description
This application help Insurance Advisor to manage and keep the track of their client insurance policy.
App is also useful to individual policy holder to keep track all their insurance policy and premium detail.
- App is working in offline mode so its working if you have not internet connection.
- App gives the reminder functionality so its remove your missed renewals problem.
- User can store data of Client's Contact details and Policy details.
- User can maintain their different type of General Insurance policy like (Mediclaim policy,Vehicle insurance policy, Personal Accident policy) as well as Life Insurance policy detail using the app.
- User can also store the policy copy and renewal receipt in the app.
- User can also store data of Premium details.
- ADD MULTIPLE CLIENTS by importing Excel Sheet.
- EXPORT list of client in Excel Sheet format.
- Take BACKUP of all client's detail in Phone Memory.
- RESTORE backed up file from Phone Memory.
- Graph functionality provides number of polices for specific month and year.
- User can take backup & restore data in Google drive. So your data is safe even you lost your mobile or if you purchase new mobile.
This application is very useful for Insurance Agent i.e. Medical Insurance Agent, Vehicle Insurance Agent, Life Insurance Agent, Personal Accident Insurance Agent, Home Insurance agent etc.
Used Policy Manager for Insurance Agent / Adviser for Android? Share your experience and help other users.
