LifeCell Policy Tracker 1.3.0

License: Free Trial ‎File size: 4.82 MB
‎Users Rating: 4.3/5 - ‎8 ‎votes

LifeCell Policy Tracker is very useful tool for Insurance Professionals. You can save your important InsurancePolicy data and get Reminders and Due lists. You can store and view Policy Details in your Mobile like Policy No.,Sum Assured, Riders, Premium, Mode, Height, Weight, Policy Holder Name, Nominee, Agency, BOC etc..

Features :

>> Auto Reminders

• Due Premium• Money Back• Maturity• Birth Day• Marriage Anniversary

>> On-line Premium Payment Facility Now you can pay premium on-line with this application>> Premium receipt to Client You can send of share premium receipt to your client.

>> Policy Data Management

• Use our Cloud Services to get your data automatically from the server (as added services). (For more details of Cloud Data Vault please visit our website pfiger.com)• If you are using Our LifePlus Desktop Software, than you can easily import Policy Data.• You can manually enter or modify your client's data in your mobile.

>> LifeCell Policy Tracker Reports

• Policy List for a client or Family• Premium Calender for a client or Family• Premium Due Report is easily available as per the given date range.• Money Back Report can be obtained.• Maturity Report is available as per the given date range.• Birthday Report of clients as per the date range.• Marriage Anniversary Report of clients as per the date range.• Beneficiary Illustration Report for Client(On Line)

>> LifeCell Policy Tracker Dynamic Search

You can search the policy data with many keywords• Policy No.• DOC• BOC• Birth Date• Policy Holder Name• Mobile No.

>> Sharing and SMS Facility• You can easily send and share all the above Reports as SMS, Whats App, Facebook or email to your Clients and save your Valuable time.

VERSION HISTORY

  • Version 1.3.0 posted on 2014-10-07
  • Version 1.1.7 posted on 2013-05-07
    Several fixes and updates

Program Details