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.
Read more
Collapse
3.6
3,426 total
5
4
3
2
1
Loading…

What's New

Version 9.3.1

+ Commission issue solved.
+ Minor bugs fixed.

Version 9.3

+ Added commission for policies.
+ Reminder issue solved.
+ Minor bugs fixed.

Version 9.2.1

+ Minor bugs fixed.
+ Added Premium Paid Statement 2020-2021.

Version 9.2

+ Minor bugs fixed.

Version 9.1.9

+ Minor bugs fixed.
+ FUP update issue is solved.

Version 9.1.8

+ Minor bugs fixed
Read more
Collapse

Additional Information

Updated
July 21, 2020
Size
33M
Installs
10,000+
Current Version
9.3.1
Requires Android
4.1 and up
Content Rating
Everyone
Interactive Elements
Digital Purchases
Permissions
Offered By
Stickynote Apps
©2020 GoogleSite Terms of ServicePrivacyDevelopersArtistsAbout Google|Location: United StatesLanguage: English (United States)
By purchasing this item, you are transacting with Google Payments and agreeing to the Google Payments Terms of Service and Privacy Notice.