Policy Tracker & Reminder

Soft Brain Studios

Contains adsIn-app purchases

About this app

Why use this app:
This app is designed to maintain insurance policy records for easy access and track premium due dates. This is very useful for individuals or agents.

Data Privacy/Security:
This application doesn't save data on SERVER.
This application also works offline & require internet only for backup/restore function.
If backup data file is deleted from your own Google Drive, then data cannot be recovered back by us as we don't have any data on any SERVER.

Policy Data:
- View and manage your all policies at one place.
- View Premium due in next 30/60days or current month.
- View those policies which have premium overdue.
- Send premium due reminder via WhatsApp/SMS/Email.
- View those policies which have got matured.

Backup Data:
- Backup your data on your Google Drive account.
- Download policy data to Excel Sheet

Settings:
- Settings to lock the application using your device locking mechanism
- Settings to receive advance premium due notification
- Password manager to manage your password

Pro Features:
- Remove all Advertisement
- View upcoming birthday & wish your clients
- Import policy/client data via Excel sheet
- Export policy/client data via Excel Sheet
- Add unlimited policies

Backup/Restore:
Take backup of your policy/client data stored on application (on Google Drive account)
Data will be restored automatically during re-installation of application.
Data will be restored on below conditions:
* Un-Install and Re-Install application again
* Clear Cache/Storage application data

Ratings and reviews

I have been using the Policy Tracker and Reminder Premium App and the features are useful. However, I sent an email regarding some queries but have not received any response yet. I request the support team to improve their customer service and provide timely replies.

I was searching for an app to track all my insurances at one place, but I was slightly disappointed as I have to manually add every policy, the same thing I can do it in excel and set up the google calendar. It would be nice if it auto searches by email and phone number linked to the policies. As of now it only detected LIC that too with wrong dates.

I am not even able to choose or scroll to a specific year while entering the date of birth, i have to scroll back month by month from 2021 to say 1980...very poor this is one od of the most basic requirement. Edit - You hv to click on the year on the top left corner. Changed the rating! Re Edit - Any Policy that i am adding is showing as overdue even if payment date is only due next year.

What’s new

Agent signature click is not working for premium subscribed users\n
Moved Help and support option inside settings\n
Fixed crashes to improve stability\n\n