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.