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

the application program still needs to continue to be developed, I have sent input emails and notifications for the necessary additions, please follow up because I am a life insurance and general insurance agent and have many networks under me, for this program it is very important and can be applied to support our performance, thank you

I have just seen the application and was quite impressed with the features. It looks quite simple. Would like a couple of features like sharing data entry option with family member or staff or agent for remaining in sync and secondly I feel mode of payment with reference number should be recorded to make it brilliant.

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.

What's new

- New brand logo introduced. Logo looks vibrant and embodies simplicity and modernity

- Option provided to delete the connection with Google drive and delete backup data. You can delete all the user data used during account creation.

-Fixed permission issue when click backup (observed only on latest android devices)