LIC Stickynote Agent App 5.3.2



Publisher Description




Next generation app for LIC Insurance Professionals of India

+ App specially designed for the Life Insurance Advisors (LIC) of India.
+ Delivering data to you for working Offline from Anywhere and Everywhere.
+ Reducing the effort of using LIC Website Agent Portal by bringing it to you offline at your convenience.

Features Break-Down:

DATA BACKUP
• Automatic Backup of your client's information to your own Google Account and retrieve it when you re-install the LIC Stickynote app.

CLIENTS

★ Manage Clients:
• Manage the client details like (contact number, DOB, email, address and so on).
• Add your client details manually.
• If you prefer, you could merge or split your client information.
• Remove the redundant client's details and policies using Delete option.
• Add notes for your reference and keep track on each and every clients.
• Add a contact image on your client's profile for better identification.

★ Birthday Wishes:
• Wish your client's on their birthday and even greet them in Advance and belated wishes.
• Use the pre-defined templates to wish your client's through text and make them feel special.

★ Trash (Deleted Clients):
• Track the deleted client’s details at any time.
• Mistakenly deleted your client details? Don't worry. We have the option to recover it.

POLICIES

★ Full Policies:
• Access the downloaded policy details in offline too.
• Differentiate your policies as Inforce, grace, lapsing, lapsed and matured.
• Filter your policies by FUP date, sum assured much more.

★ Paid/Unpaid Policies:
• Get the last 6 months Paid/Unpaid premium lists of your policy holder's which help you to track and improve your business.

★ Lapsed / Revival:
• View and generate PDF your lapsed policy details in offline too.
• Revival quotation is available.
• View your revived policies separately.
• Bounce back with the things you lost in Lapsed by reviving it.

★ ECS Policies:
• Convert your monthly policies to ECS as 7th, 15th & 28th and make it simple.

PREMIUM DUES / SB

★ Premium Due List:
• Follow-up your client & convert the due.
• Apply the Filter option and get the specific details.

★ Month-Wise Dues:
• Track and share the dues according to previous, current and upcoming month.
• View the outstanding est. commission.

★ Month-Wise Dues (Custom):
• Customize the month wise due list by adding and deleting it.

★ Outstanding Dues:
• Keep insight on Outstanding Dues & catch your policy holders.
• Use the Filter option to specific dues.

★ Survival Benefits:
• Get the past, present & future survival benefit of your policy holders & share with them.

PREMIUM CALCULATOR

★ Plan Now:
• Simple & sleek plan presentation to deliver quotation right place at the right time.
• Project your plan presentation in PDF/Text in an attractive manner.

PORTAL UPDATE (ONLINE)

★ Full Updates:
• Download & Update all the policy details such as Lapsed, Birthday list & Full policies.

★ Full Name Download:
• Get the Full Name of your Policy holders & avoid confusion.

★ LPP/SGL Details Download:
• Get all the policy details of you SGL and LPP clients.

★ Customized FUP Updates:
• Update FUP date of your policies in a customized way or as previous & current month.

★ Last Update Stats:
• View your paid policies & new policies once after the portal update.

PORTAL LOOKUP (ONLINE)

★ Loan / Status:
• Lookup loan and surrender value in a Single touch.
• Share those details to your clients.

★ Premium Paid Statement:
• Easy way to view and share premium paid statement.

NEW POLICIES TRACKING
• Track your Performance as Calendar/Financial Year Wise & increase the Graph.
• Check out your year wise total premium.

SMS SHOOTER
• Reach multiple clients with your personalized SMS in a single shot.

Website: http://www.stickynote.in
Email: support@flendzz.com
Phone: 044 4263 9469 | 98845 45080

Facebook: https://www.facebook.com/licstickynotepage


About LIC Stickynote Agent App

LIC Stickynote Agent App is a free app for Android published in the Accounting & Finance list of apps, part of Business.

The company that develops LIC Stickynote Agent App is Flendzz Technologies (P) Ltd. The latest version released by its developer is 5.3.2. This app was rated by 2 users of our site and has an average rating of 3.5.

To install LIC Stickynote Agent App on your Android device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2018-02-12 and was downloaded 2,422 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the LIC Stickynote Agent App as malware as malware if the download link to com.flendzz.licstickynote is broken.

How to install LIC Stickynote Agent App on your Android device:

  • Click on the Continue To App button on our website. This will redirect you to Google Play.
  • Once the LIC Stickynote Agent App is shown in the Google Play listing of your Android device, you can start its download and installation. Tap on the Install button located below the search bar and to the right of the app icon.
  • A pop-up window with the permissions required by LIC Stickynote Agent App will be shown. Click on Accept to continue the process.
  • LIC Stickynote Agent App will be downloaded onto your device, displaying a progress. Once the download completes, the installation will start and you'll get a notification after the installation is finished.



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Click stars to rate this APP!

Users Rating:  
  3.5/5     2
Downloads: 2,422
Updated At: 2024-04-23
Publisher: Flendzz Technologies (P) Ltd
Operating System: Android
License Type: Free