Everyone

Flendzz Technologies (P) Ltd

Jelly Bean

★ MANAGE AGENTS

• Manage your agent’s details like mobile number, club details etc.

• Inspect all your active and Inactive agents.

• Segregate your agents using filters.

★ BIRTHDAY WISHES

• Wish on the special day of your agents with the assistance of Birthday wishes and categories as Advance & belated.

• Use the pre-defined templates to wish your Agents through text and make them feel special.

★ FULL POLICIES

• You can get entire policy details of your agents.

•  Get the agent wise policies list with the policy count.

• Differentiate those policies using filter option such as Inforce,  grace, lapsing etc.

★ MANAGE LAPSED POLICIES

• Track lapsed policies of each and every agent and share it as PDF.

• Filter the lapsed policies by current month, last year, last 3 years etc.

• Analyze the lapsed count of each and every agent.

★ MANAGE MATURITY POLICIES

• Classify matured and maturing policy of your agents.

★ PREMIUM DUE

• Figure out the premium due list of your agents and share it in PDF format.  

★ PERFORMANCE TRACKING

• Track the performance of each and every agent along with the policy count, Total Premium & total Sum Assured as Calendar and Financial year wise.

★ PLANNER

• Sketch a new plan and share those plan details to your customers.

• Project your plan presentation in PDF/Text in an attractive manner.

★ SMS SHOOTER

• A single tap will help you to send Greeting SMS or an intimation about the meetings to all you Agents.

Stickynote Development Officer (DO) App

Latest Version of Stickynote Development Officer (DO) App

Други версии