The LIC Stickynote Agent App is a revolutionary app designed specifically for Life Insurance Advisors of LIC in India. It brings the convenience of working offline to insurance professionals, allowing them to access and manage client data from anywhere and everywhere. One of its key features is automatic backup, ensuring that client information is always secure and retrievable. The app also offers robust client management tools, including the ability to add, merge, or delete client details and policies. Additionally, advisors can send personalized birthday wishes to clients, track policy statuses, calculate premiums, and even send mass SMS messages.
> Offline Access: The app allows LIC Insurance Advisors to access and work with data offline from anywhere and everywhere, reducing the need to rely on the LIC website agent portal.
> Data Backup: The app automatically backs up client information to the user's Google Account, ensuring that the data is safe and can be retrieved when needed, even after reinstalling the app.
> Client Management: Advisors can efficiently manage client details, including contact numbers, dates of birth, email addresses, and more. They can also add notes for reference and add contact images for better identification.
> Birthday Wishes: The app provides pre-defined templates to wish clients on their birthdays, allowing advisors to make their clients feel special and valued.
> Policy Management: Advisors can access downloaded policy details offline and differentiate between different policy statuses such as inforce, grace, lapsing, lapsed, and matured. They can also track paid and unpaid policies and conveniently view lapsed policy details.
> Premium Dues and SB Tracking: The app helps advisors stay on top of premium dues and follow up with clients. Advisors can track dues on a month-wise basis, customize the due list, and view the outstanding estimated commission. Additionally, the app provides information on survival benefits.
With features like offline access, data backup, client and policy management, premium dues tracking, and more, LIC Stickynote Agent App offers convenience and efficiency for life insurance advisors. Stay organized, communicate with clients easily, and access important information even without an internet connection. Streamline your workflow and increase productivity with the LIC Stickynote Agent App. Download now to start revolutionizing your insurance business.
