Smart Agent App
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Smart Agent App
Smart Agent App

Smart Agent App

Smart Agent App for insurance agents to efficiently manage their customer data

Developer: Royal Fintech
App Size: Varies With Device
Release Date:
Price: Free
Price
Free
Size
Varies With Device

Screenshots for App

Mobile
Welcome into the world of Fintech where we provide a unique way to manage your All agency data. There are several advantages of using Smart Agent App.

Smart Agent App software Main Features:-
1. Download your Agency data(Included D.O.B, Address, Mobile number,) with OTP & MPIN
2. Sorting/Filtering of Policies in more than 10 types like DOC, Premium, Sum Assured, Payment Mode, Maturity Date and many more.
3. Download Multiple Premium certificates of same policy holder
4. Search offline policy by Name or Policy Number
5. Get a Connection to contact Customer Support
6. Check your Outstanding Due/Policy Loan/Policy Loan Interest status
7. Generate more than 15+ pdf report i.e. premium due, late fee, grace period, lapse policy, survival benefits, maturity ,sum assured, birthday reports
8. Send a notification sms to Policy holder for premium due, late fee, grace period, lapse policy, survival benefits, maturity and birthday
9. Create post/greeting in more than 40+ banners. Manual post/greeting can also be created in Landscape and Portrait mode
10. User Data safety is maintained by Data backup in locally and server base
11. Maintain a list of your prospective clients to convert your lead into business
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More Information about: Smart Agent App
Price: Free
Version: 1.2.3
Downloads: 5084
Compatibility: Android 5.0
Bundle Id: com.vvn.agent
Size: Varies With Device
Last Update: 2023-10-19
Content Rating: Everyone
Release Date:
Content Rating: Everyone
Developer: Royal Fintech


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