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Shine TAB icon

7.55 by Shine Software


May 2, 2018

About Shine TAB

App for every agent to maximize the business

INDIA'S BEST MOBILE APP FOR AGENTS ALL OVER INDIA

DESCRIPTION:

INDIA'S FIRST ANDROID MOBILE APPLICATION WITH

1. ANDROID NOTIFICATIONS FOR POLICY SERVICING

2. AUTOMATICALLY SEND SMS FROM ANDROID MOBILE (CRM)

3. DATA ALTERATION IN VERY SIMPLE & EASY WAY

POLICY DATA MANAGEMENT:

• Direct download of New Business Polices from Server

• Online FUP Update is working well

• Online Lapsed Policy List is working well

• Online Birthday List Update is working well

PLAN PRESENTATION:

Create Plan Presentation on android Mobiles & Tablets in easy steps.

• Create Multi-Plan presentations of Plans.

• Numerous Readymade Combinations (Shine Concepts).

• Budget (Premium wise, Maturity wise & SA wise).

• Option to change Bonus Rate & FAB Rates.

• Maturity Settlement in Presentation with cash flow.

• Marketing SMS Tagline with Cash Flow to better understand.

• Premium Breakup Report for Basic Premium, Rider Premiums & Service Tax Amount

• Maturity Summary to understand to Bonus, FAB, Loyalty, Guaranteed addition, yield.

• Saves all Reports in PDF Format.

• Share all reports through Facebook & Email.

• Ready Recknor of all Plans.

• Change cove page facility.

• Special Plan Presentations of Various Plans.

Calculators for quick Results

• Plan Premium Calculator

• Maturity Calculator

• Vested Bonus

• FAB Calculator

• Medical Requirement

• Maturity Settlement

POLICY SERVICING:

>> Auto Reminders & Notifications

• Premium Due

• Money Back

• Maturity

• Birth Day

• Marriage Anniversary

• Use our Cloud Services to get your data automatically from the server (as added services).

• If you are using Our Shine Plus Desktop or Laptop Software, than you can easily import Policy Data.

• You can manually enter or modify your client's data in your mobile or Tablet.

Various Shine TAB Reports

• Policy List for a client or Family

• Premium Due Report is easily available as per the given date range.

• Money Back Report can be obtained.

• Policy Register

• Lapsed Policy Register

• Maturity Report is available as per the given date range.

• Birthday Report of clients as per the date range.

• Marriage Anniversary Report of clients as per the date range.

>> Dynamic Search Facility

You can search the policy data with many keywords

• Policy No.

• DOC

• Family Head

• Policy Holder Name

• Mobile No.

>> Sharing and SMS Facility

• You can easily send and share all the above Reports as SMS, Whats App, Facebook or email

to your Clients and save your Valuable time.

Insurance calculator: - with this option you can calculate Medical Requirement of all Plans, Late fee, BMI, Income Tax, and many more …

Online Facilities:

Policy Related Status (Online)

* Current Policy Status

* Current Revival Status

* Current Loan Value

* Current Surrender Value

INDIA'S FIRST APP FOR OFFLINE SERVICES

* Policy Related Status (Offline)

* Current Policy Next Due

* Current Revival Status

* Current Loan Value

* Current Surrender Value

* Policy Nominee Details

Online Utils

* Benefit Illustration

* Online Payment Link

* Agent Login

* Branch Location

* Doctors List

* Current NAV

* NAV History and many more...

WE GUARANTEE- YOU DID NOT REQUIRE ANY MARKET SOFTWARE OTHER THAN SHINE TAB.

What's New in the Latest Version 7.55

Last updated on May 2, 2018

The New release with new innovations
> Family Master
> Family Premium Calender
> Family Merge Option
> NEFT Status checking
> MDRT, COT, TOT current status checking
> many more innovations..

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Additional APP Information

Latest Version

Request Shine TAB Update 7.55

Uploaded by

خلود الهزاع

Requires Android

Android 3.0+

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Shine TAB Screenshots

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