Shine TAB

Shine Software

About this app

THE BEST MOBILE APP FOR INSURANCE AGENTS

DESCRIPTION:

ANDROID MOBILE APPLICATION WITH
1. ANDROID NOTIFICATIONS FOR POLICY SERVICING
2. AUTOMATICALLY SEND SMS FROM ANDROID MOBILE (CRM)
3. DATA ALTERATION IN VERY SIMPLE & EASY WAY
4. ATTRACTIVE WAY OF PLAN PRESENTATION

POLICY DATA MANAGEMENT:
• Direct download of New Business Polices from Server
• Online FUP Update is working well
• Online Lapsed Policy List is working well
• Online Birthday List Update is working well

PLAN PRESENTATION:
Create Plan Presentation on android Mobiles & Tablets in easy steps.
• Create Multi-Plan presentations of Plans.
• Numerous Readymade Combinations (Shine Concepts).
• Budget (Premium wise, Maturity wise & SA wise).
• Option to change Bonus Rate & FAB Rates.
• Every plans paid up facility.
• Maturity Settlement in Presentation with cash flow.
• Marketing SMS Tagline with Cash Flow to better understand.
• Premium Breakup Report for Basic Premium, Rider Premiums & Service Tax Amount
• Maturity Summary to understand to Bonus, FAB, Loyalty, Guaranteed addition, yield.
• Saves all Reports in PDF Format.
• Share all reports through social media & Email.
• Change cove page facility.
• Special Plan Presentations of Various Plans.

Calculators for quick Results
• Plan Premium Calculator
• Maturity Calculator
• Vested Bonus
• FAB Calculator
• Medical Requirement
• Maturity Settlement

AUTO SERVICING SMS:
>> Auto Reminders & Notifications
• Premium Due
• Outstanding due
• Money Back
• Maturity
• Birth Day
• Marriage Anniversary

• Use our Cloud Services to get your data automatically from the server (as added services).
• You can manually enter or modify your client's data in your mobile or Tablet.
Various Shine TAB Reports
• Policy List for a client or Family
• Premium Due Report is easily available as per the given date range.
• Money Back Report can be obtained.
• Policy Register
• 1st year & 2nd year lapsation report
• Lapsed Policy Register
• Maturity Report is available as per the given date range.
• Birthday Report of clients as per the date range.
• Marriage Anniversary Report of clients as per the date range.
>> Dynamic Search Facility
You can search the policy data with many keywords
• Policy No.
• DOC
• Family Head
• Policy Holder Name
• Mobile No.
• City
• Plan
• Term
• Sum Assured
• Gender

>> Sharing and SMS Facility
• You can easily send and share all the above Reports as SMS, WhatsApp, Facebook or email
to your Clients and save your Valuable time.
Online Facilities:
Policy Related Status (Online)
* Current Policy Status
* Current Revival Status
* Current Loan Value
* Premium Paid Certificate
* Current Surrender Value
* Policy Nominee Details

Online Utils
* Benefit Illustration
* Online Payment Link
* Agent Login
* Branch Location
* Doctors List
* Current NAV
* NAV History and many more...

WE GUARANTEE- YOU DID NOT REQUIRE ANY MARKET SOFTWARE OTHER THAN SHINE TAB FOR YOUR AGENCY GROWTH.

What’s new

Improvement