General Insurance - LifeBima

“ General Insurance - LifeBima” application manage of your customer, life insurance, health and general insurance policy. All your customer insurance policies at your Fingertips As a Insurance Advisor focused on customer service, we want to be there for you whenever and however you need us. To help us do this, we are extremely pleased to announce the launch mobile app for Insurance Advisor. This application will give you all comparison of different companies and policies available in market. It will help you to get various options and best quote to choose and finalized. It will useful to manage our day to day activities with “Zero Paper Work” and gives direct connect to customer through Whatsapp, Email and SMS.

- Plans
Advisor can calculate different type companies plan and send to proposal direct to customer through Whatsapp, Email and SMS.

- Client List Management
Advisor can add, edit and delete customer detail.

- Policy Manager
Advisor can mange policy client wise on this section. Advisor can also mange month wise premium due, lapse policy. Advisor can add, edit, delete their client policy like life insurance, health, vehicle etc.

- Reminder ( Premium Due, Meeting, Birthday, Anniversary Reminder etc.)

As every effort always has room for improvement, we would be happy to listen to you. Please send your suggestions and feedback to us on info@lifebimaportal.com and we will review your suggestions and incorporate them.