Customer Data Record
Enthält Werbung
1 Tsg.+
Downloads
Jedes Alter
info
Über diese App
Keep your customer's policy data in your pocket.
Store Life Insurance policy records with ease and analyse your monthly sales data while comparing it with the previous year.
With Customer Data Record, you can:
- Save your customer policy details.
- View your customer's details anywhere.
- Edit the details in case of any error or changes.
- Delete your customer details in case of maturity or other factor.
- Search your customer details using the policy number or name.
- Compare your current year sales with previous year sales. Calculated by total sum assured in a month.
- Save your Proposals and Save them as PDF(saved pdfs are available in folder "CDR/pdf")
Life Insurance agents working for LIC, Max Life, Bajaj Allianz, ICICI Prudential Life Insurance, HDFC Standard Life Insurance, Tata AIA Life Insurance or other companies, can use this app.
*Keep your app backup turned in the google backup setting to backup all your app data automatically in case you need to uninstall app or change phone, so you don't loose your data.
*Can use on multiple devices when data is backed up and you login your device using the same id.
*100% safe, as we don't store any of your data.
*Can be run on low end devices.
Store Life Insurance policy records with ease and analyse your monthly sales data while comparing it with the previous year.
With Customer Data Record, you can:
- Save your customer policy details.
- View your customer's details anywhere.
- Edit the details in case of any error or changes.
- Delete your customer details in case of maturity or other factor.
- Search your customer details using the policy number or name.
- Compare your current year sales with previous year sales. Calculated by total sum assured in a month.
- Save your Proposals and Save them as PDF(saved pdfs are available in folder "CDR/pdf")
Life Insurance agents working for LIC, Max Life, Bajaj Allianz, ICICI Prudential Life Insurance, HDFC Standard Life Insurance, Tata AIA Life Insurance or other companies, can use this app.
*Keep your app backup turned in the google backup setting to backup all your app data automatically in case you need to uninstall app or change phone, so you don't loose your data.
*Can use on multiple devices when data is backed up and you login your device using the same id.
*100% safe, as we don't store any of your data.
*Can be run on low end devices.
Aktualisiert am
Was die Sicherheit angeht, solltest du als Erstes verstehen, wie Entwickler deine Daten erheben und weitergeben. Die Datenschutz- und Sicherheitspraktiken können je nach deiner Verwendung, deiner Region und deinem Alter variieren. Diese Informationen wurden vom Entwickler zur Verfügung gestellt und können jederzeit von ihm geändert werden.
Diese App kann die folgenden Datentypen an Dritte weitergeben
Personenbezogene Daten und Fotos und Videos
Keine Daten erhoben
Daten werden nicht verschlüsselt
Neuerungen
Stability improvements for the Proposal page.
Support für diese App
Informationen zum Entwickler
Anupam Anand
anupamanand858@yahoo.com
India
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