GeoAgent

GEO AGENT is designed for LIC Agent, so they can give better service to their clients. Agents can manage their client data easily and smartly. Geo Agent is totally cloud storage system where agent can manage their client data any time anywhere.


Key Features:

1) Paperless work/online office
2) Integrated MAP
3) Great profile management
4) Auto SMS
5) LIC news, meetings, events, etc
6) Business statistics
7) Cloud system
8) Access data Online/Offline


General Features

1) Get commission details
2) Yearly Target Achievement (MDRT- COT- TOT)
3) Birthday Reminders of your clients
4) Get LIC news, events, circulars, etc...
5) View all policy of your clients
6) Timeline view policy list
7) Great Client Profile Management
8) View your clients on Map
9) View LIC Offices on Map
10) View Premium Points on map
11) Premium Due List
12) Business Stats
13) View monthly/yearly policy list
14) Play wise client list
15) Search Client
16) Search Policy holders by DOC, Premium, SA, Policy no, Name.
17) Calendar
18) Send IN-APP message to your client
19) Automatic Premium reminder to your clients about their policy via SMS.
20) Auto wish Birthday to your clients by Agent name.