A Powerful tool for LIC AGENTs, CLIA and DO. CROREPATI AGENT™ app brings LIC agent portal features into your mobile phone, You can do ★ Policy Tracking, ★ Premium Due Reminder, Lapsed Policy Tracking ★ Loan Calculation,Revival Calculation ★ Premium Paid Statement Generation ★ Plan Presentation ★ Premium Calculation ★ Late Fee, Revival Fee, Back Date Calculations ★ Sales Target Tracking ★ Competition Tracking ★ Plan Combination ★ Plan Comparision With CROREPATI AGENT App you can Add New Prospects - Add contact details of new leads on the go Know Your Prospect - Fact finding features about your prospects Add and Tag family members of Prospects - simple and frictionless management of family details which will sure lead to future new policies. Showcase and Share your Profile - Great options to showcase your profile even before your meet your prospects Track Prospecting stages - Analytics for tracking and closing your sales Set Reminders - Never miss an appointment or a call, greet your customers on time, every time. Fix Appointments - Easy and Powerful tools to fix appointments and inform your prospects / Customers Medical Appointments - Assists you in taking care of medical appointments to make your prospects feel comfortable about Medical check up Send Notifications - Send timely alerts and notifications to your policy holders List of Plans - An awesome display of LIC plans with every single detail included Plan Advisor - A easy and efficient tool to find out eligible LIC Plans Plan Combinator - A complex calculation made simple for combining different plans to provide best insurance coverage for the prospective policy holder Plan Comparator - Tool to compare different LIC Plans Make Presentations - A sure sale closing tool in your kitty. Eye candy presentations with substance. Up Sell Policies - An effective tool in your selling process to up sell policies which will ultimately benefit the customer Share Proposal Quotation - You can share these beautiful sales proposals with every relevant data added in a easily understandable format. Maintain Policy Details - Keep policy details up to date with these easily edit and update options. Record / Scan and Save Documents - A tool that will be handy in your everyday agency life. just with a single tap you can get the documents that you submitted / used for a proposal and policy Track your Sales - Your career enhancing tool. Target tool makes you keep focused and provide laser sharp insights in your progress in achieving the goal Policy Service Request Ticketing and Management - A tool to delight your customers. With this tool you will never again loose customer satisfaction Share Run rate with your DO - You can share your sales progress with your DO with a single click. Create and Track Competitions - Lets you participate, track , Analyse and Win competitions Documents Required cheat sheet - A handy reference of document required to be submitted along with Proposals LIC Calculators - Easy calculators for LIC policy related calculations LIC Glossary - A brief about commonly used LIC terminologies Send SMS & Share App contents via Social Media - Stay ahead in your career with features provided by social media
VERSION HISTORY
- Version 4.8.1 posted on 2017-01-06
Current version No displayed in settings page - Version 2.1.6 posted on 2016-09-23
Help link updated
Program Details
- Category: Business > Accounting & Finance
- Publisher: TRYBILLION
- License: Free
- Price: N/A
- Version: 14.1
- Platform: android