Policy Manager for Insurance Agent / Adviser
Free App
Advertisements
About Policy Manager for Insurance Agent / Adviser
This application help Insurance Advisor to manage and keep the track of their client insurance policy.
App is also useful to individual policy holder to keep track all their insurance policy and premium detail.
- App is working in offline mode so its working if you have not internet connection.
- App gives the reminder functionality so its remove your missed renewals problem.
- User can store data of Client's Contact details and Policy details.
- User can maintain their different type of General Insurance policy like (Mediclaim policy,Vehicle insurance policy, Personal Accident policy) as well as Life Insurance policy detail using the app.
- User can also store the policy copy and renewal receipt in the app.
- User can also store data of Premium details.
- ADD MULTIPLE CLIENTS by importing Excel Sheet.
- EXPORT list of client in Excel Sheet format.
- Take BACKUP of all client's detail in Phone Memory.
- RESTORE backed up file from Phone Memory.
- Graph functionality provides number of polices for specific month and year.
- User can take backup & restore data in Google drive. So your data is safe even you lost your mobile or if you purchase new mobile.
This application is very useful for Insurance Agent i.e. Medical Insurance Agent, Vehicle Insurance Agent, Life Insurance Agent, Personal Accident Insurance Agent, Home Insurance agent etc.
App is also useful to individual policy holder to keep track all their insurance policy and premium detail.
- App is working in offline mode so its working if you have not internet connection.
- App gives the reminder functionality so its remove your missed renewals problem.
- User can store data of Client's Contact details and Policy details.
- User can maintain their different type of General Insurance policy like (Mediclaim policy,Vehicle insurance policy, Personal Accident policy) as well as Life Insurance policy detail using the app.
- User can also store the policy copy and renewal receipt in the app.
- User can also store data of Premium details.
- ADD MULTIPLE CLIENTS by importing Excel Sheet.
- EXPORT list of client in Excel Sheet format.
- Take BACKUP of all client's detail in Phone Memory.
- RESTORE backed up file from Phone Memory.
- Graph functionality provides number of polices for specific month and year.
- User can take backup & restore data in Google drive. So your data is safe even you lost your mobile or if you purchase new mobile.
This application is very useful for Insurance Agent i.e. Medical Insurance Agent, Vehicle Insurance Agent, Life Insurance Agent, Personal Accident Insurance Agent, Home Insurance agent etc.
All Application Badges
Free
downl.
downl.
Android
4.1+
4.1+
Bug
buster
buster
Android app
App History & Updates
What's Changed
Minor Bug Fix
Minor Bug Fix
Version update Policy Manager for Insurance Agent / Adviser was updated to version 1.1.5
More downloads Policy Manager for Insurance Agent / Adviser reached 1 000 - 5 000 downloads
Name changed Name changed! Policy Manager now is known as Policy Manager for Insurance Agent / Adviser.
What are users saying about Policy Manager for Insurance Agent / Adviser
T
by T####:
by T####:
Now it works. Monthly and Qly hly Renewal reminders and birthday reminders are not showing
L
by L####:
by L####:
Is my client's database fully safe from hacker...? I want to know about this. Plz answer
Z
by Z####:
by Z####:
Wonderful job. few suggestions too (1) reminder msg need more detailed like vehicle number, renewal date, agent mobile number..(2) any ways to add Client DOB too with reminder..
T
by T####:
by T####:
Nice app, few more sections need to be added
K
by K####:
by K####:
Need to be able to backup import and export without hanging. Every time I need to back up or import - I get a timer(loading icon) that doesn't allow me to do any thing. I can download the sample excel. But I want to backup, import or export, it will just hang - with the loading screen... and I just have to force close the apps
T
by T####:
by T####:
Please Update Quarterly / Half yearly mode not update automatically.. Mode must be update automatically month by month..
T
by T####:
by T####:
Free app ma Kam nathi aptu paid Karo toj thodo time free rakh Vu joye
I
by I####:
by I####:
Kindly Add Notification for Reminder on due date or before due date
F
by F####:
by F####:
Good application
T
by T####:
by T####:
Very useful
Y
by Y####:
by Y####:
Very useful app to manage policies in digital way. Useful for the agents who can manage their clients with different policies and can send reminder via sms or whats app. Even easy to use with simple UI.
T
by T####:
by T####:
Its very easy & helpful for me to manage my client
Z
by Z####:
by Z####:
Use full and user friendly... also handy app for LIC Agent... GOT a RESTORE and BACKUP feature in new version..... also easy to import data using EXCEL sheet..
J
by J####:
by J####:
Very Easy and Useful app to manage my client's policy data
T
by T####:
by T####:
Useful to Insurance Agent
P
by P####:
by P####:
I downloaded the app but it could not open. The prompt I got was the app has stopped. Not working at all
Q
by Q####:
by Q####:
It Good but I think more feature should be added that is client family details and attached a photo copy or extra ph no..
P
by P####:
by P####:
It's useful for me to manage my client.
K
by K####:
by K####:
Bapuuuu jordar hooo.... kai no ghate... ghate to backup ni facility ghate... overalls...... use full and user friendly... also handy app for LIC Agent... only backup feature is missing.. hope got this in next update...
K
by K####:
by K####:
It is user friendly and easy to manage my policy.
I
by I####:
by I####:
Over all good but some feature missing
V
by V####:
by V####:
Super app. And helpful one.
I
by I####:
by I####:
Very user-friendly
V
by V####:
by V####:
Good work
K
by K####:
by K####:
excellent work...!
K
by K####:
by K####:
App contain good functionality to make life easy for Insurance Advisor.
K
by K####:
by K####:
Good app for policy agent
R
by R####:
by R####:
Really helpful app
by S####:
monthly duelist also be add