About Insurance Auto Reminder - NEW
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....
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]
Facebook : www.facebook.com/HiMate
Google+ : plus.google.com/+HimateIn
Previous Versions
Here you can find the changelog of Insurance Auto Reminder - NEW since it was posted on our website on 2016-11-03 20:17:04.
The latest version is 2.5 and it was updated on 2024-04-22 10:16:03. See below the changes in each version.
Insurance Auto Reminder - NEW version 2.5
Updated At: 2018-02-23
Changes: 1) Bug fixed.
2) Automated SMS problem resolved.
3) Policy status view problem resolved.
4) Premium paid statement download problem resolved.
Insurance Auto Reminder - NEW version 1.3
Updated At: 2016-08-24
Changes: New Features added.,+ New Business function added,+ Lead follow up improvised
Disclaimer
External Download
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