Insurance Xpress 7.5

ABOUT Insurance Xpress

-: Prospecting :- Data * Build Database -- Build Prospect database while talking with them * Policy Suggestions -- Get age based policy suggestions and premium calculations * Event Reminders -- Reminders for follow ups, birthdays and anniversaries Plans and Presentations * Video Presentations – Ready Presentations and Videos for different plans * Shareable Brochures -- Helpful brochures and salient features to describe the plan Premium Calculator * Automated -- Calculate premium based on risk cover, age and policy term * Age Based premium Calculation -- Fastest premium calculation based on customer's or prospect's age Policy Comparison * Simplified Policy Selection -- Let your customer choose best policy according to his requirement * Compare Policies -- Suggest multiple policies and also show policy comparison Brochures * Updated Brochures -- Brochures with latest Policy Updates * Share with Prospects -- Share brochures with prospects and customers via email or social media -: Servicing :- Status Loan Calculator * Loan Advisor -- Calculate maximum possible loan on single or multiple LIC policies * Loan on Selected Policies -- Easy calculation based on just policy selection -: Customer Relations :- Reminder * Ready wishes and reminders -- Send reminders to customers with ready SMS and emails. * Special connectivity with Brand Xpress -- Brand Xpress users can send Brand Xpress greetings Keep Wishing * Stay connected -- 600+ reasons to stay in touch with customers * Celebrate Days and Festivals -- Send wishes and reminders for various celebrated days and festivals * Ready to Send Wishes -- Preformatted wishes in the form of SMS, email and eGreetings. Send at once * Time Saver -- Do more activities in less time with Insurance Xpress app * Send to everyone - Send all wishes and reminders at once using data fields in app To use Insurance Xpress functionality, you must register. In few devices, few of the functionality may not work.