Customer Data Record
Contains ads
1K+
Downloads
Everyone
info
About this 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.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Personal info and Photos and videos
No data collected
Learn more about how developers declare collection
Data isn’t encrypted
What's new
Stability improvements for the Proposal page.
App support
About the developer
Anupam Anand
anupamanand858@yahoo.com
India
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