Stickynote - Agent App / Policy Tracker

50K+
Downloads
Content rating
Everyone
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About this app

Simple & Easy application for Agents to work Offline from Anywhere and Everywhere.

Features Break-Down:

DATA BACKUP
• Automatic Backup of your client's information to your own Gmail Account and retrieve it when you re-install the Stickynote Agents app.

CLIENTS

★ Manage Clients:
• Manage the client details like (contact number, DOB, email, address and so on).
• Add your client details manually.
• If you prefer, you could merge or split your client information.
• Remove the redundant client's details and policies using Delete option.
• Add notes for your reference and keep track of each and every clients.
• Add a contact image to your client's profile for better identification.

★ Birthday Wishes:
• Wish your client's on their birthday and even greet them in Advance and belated wishes.
• Use the pre-defined templates to wish your client's through text and make them feel special.

★ Trash (Deleted Clients):
• Track the deleted client’s details at any time.
• Mistakenly deleted your client details? Don't worry. We have the option to recover it.

POLICIES

★ Full Policies:
• Access the downloaded policy details in offline too.
• Differentiate your policies as Inforce, grace, lapsing, lapsed and matured.
• Filter your policies by FUP date, sum assured much more.

★ Paid/Unpaid Policies:
• Get the last 6 months Paid/Unpaid premium lists of your policy holder's which help you to track and improve your business.

★ Lapsed / Revival:
• View and generate PDF your lapsed policy details in offline too.
• Revival quotation is available.
• View your revived policies separately.
• Bounce back with the things you lost in Lapsed by reviving it.

★ ECS Policies:
• Convert your monthly policies to ECS as 7th, 15th & 28th and make it simple.

PREMIUM DUES / SB

★ Premium Due List:
• Follow-up your client & convert the due.
• Apply the Filter option and get the specific details.

★ Month-Wise Dues:
• Track and share the dues according to previous, current and upcoming month.
• View the outstanding est. commission.

★ Month-Wise Dues (Custom):
• Customize the month wise duelist by adding and deleting it.

★ Outstanding Dues:
• Keep insight on Outstanding Dues & catch your policy holders.
• Use the Filter option to specific dues.

★ Survival Benefits:
• Get the past, present & future survival benefit of your policy holders & share with them.

NEW POLICIES TRACKING
• Track your Performance as Calendar/Financial Year Wise & increase the Graph.
• Check out your year wise total premium.

SMS SHOOTER
• Reach multiple clients with your personalized SMS in a single shot.
Updated on
Aug 8, 2022

Data safety

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, Messages, and Contacts
This app may collect these data types
Location, Personal info and 4 others
Data is encrypted in transit
Data can’t be deleted

What's new

+ Templates are not changing even after modified issue fixed.
+ Some policy name showing as Null On sharing as image in Maturity Due issue fixed.
+ Term/PPT not showing issue fixed.
+ Maturity due also not getting proper details issue fixed.
+ Major Bugs fixed.