Insurance Auto Reminder

Insurance Auto-reminder for Life Insurance

Insurance Auto-reminder for Life Insurance

This is an application that will help you to be in constant touch with your policy holders , provide them with a better service but without disturbing your routine schedule.

Policyholders details are brought in from the LIC’s Agent Portal and further data can also be added .

Group multiple polices of the same policyholder along with the policies of his/her family also.

Send Automated SMS or Mails or Both to your customers for :

✔ Due Reminders

✔ Maturity Reminders

✔ Policy Lapsed Intimations

✔ Survival Benefit Notifications

✔ Birthday Wishes

✔ Anniversary Wishes

Personalized Message - All automated SMS are personalized as it addresses the customer’s with their name.

Signature - Your signature tags every outgoing SMS (Name & Mobile No.,)

SMS plan - Zero SMS recurring cost, as this application uses your mobile operator's SMS plan.

Multiple Auto Reminders - You can set multiple reminders (1 day / 7 days / 15 days / 30 days prior to the due date) to the Policyholders

Connect your Agent Portal with the app using your agent Id & password , and view the various data like :

✔ Inforce Policy List

✔ Lapsed Policies

✔ Policies that are Maturing

✔ FUP Updates for the day

✔ Commission Earned for the day

Database Backup - automated backup of the data is sent to your configured email id based on the interval setup.

Lead Management - Manage your daily leads and receive self notifications for the follow ups from the application.

For any other details required , kindly contact : [email protected]

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