Stickynote - Agent App / Policy Tracker

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 Google 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.
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What's New

version 7.1.5

+ Minor bug fixes.

version 7.1.4

+ Minor bug fixes.

ECS Policies.
+ Convert your monthly policies to ECS as 22th and make it simple.

version 7.1.3

+ Minor bug fixes.
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Additional Information

Updated
November 3, 2018
Size
26M
Installs
10,000+
Current Version
7.1.5
Requires Android
4.1 and up
Content Rating
Everyone
Interactive Elements
Digital Purchases
Permissions
Offered By
Flendzz Technologies (P) Ltd
Developer
Gee Gee Emerald, 2nd Floor, No.151, Village Road, Nungambakkam, Chennai 600 034.
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