LIC Stickynote Agent App

Introducing the LIC Stickynote Agent App, the next generation app designed specifically for Life Insurance Advisors (LIC) of India. This app delivers data to you for offline use, allowing you to work from anywhere and everywhere. Say goodbye to the hassle of using the LIC Website Agent Portal, as the Stickynote app brings it to you offline at your convenience. The app features a data backup function, allowing you to automatically back up your client's information to your own Google Account. Easily manage clients, add notes, and track their details.

Features of LIC Stickynote Agent App:

* Offline Accessibility: The LIC Stickynote Agent App allows life insurance advisors to access important data and information offline from anywhere and everywhere. This means that even without an internet connection, advisors can still manage and view client details, policies, and premium information.

* Automatic Data Backup: The app automatically backs up client information to the user's own Google Account, ensuring that important data is always safe and easily retrievable. If the app needs to be reinstalled, advisors can easily retrieve their clients' information without any hassle.

* Enhanced Client Management: With the app, advisors can easily manage client details such as contact numbers, email addresses, birthdays, and more. They can add, merge, or split client information as needed. The app also provides the option to add notes and attach contact images for better identification.

* Efficient Policy Management: Advisors can view and access policy details offline, categorize policies as inforce, grace, lapsing, lapsed, or matured, and filter policies based on various criteria such as FUP date and sum assured. The app also provides information on paid/unpaid policies, lapsed policies with revival options, and the ability to convert monthly policies to ECS.

FAQs:

* Can I access client information and policy details offline?

Yes, the LIC Stickynote Agent App allows you to access and manage client information and policy details offline, ensuring that you can work anytime and anywhere, even without an internet connection.

* How does the automatic data backup feature work?

The app automatically backs up your clients' information to your Google Account. If you need to reinstall the app or switch to a new device, you can easily retrieve the backed-up data and continue where you left off.

* Can I customize and filter policy details?

Yes, the app allows you to customize and filter policy details based on specific criteria such as FUP date, sum assured, and more. This helps you easily track and manage your policies efficiently.

* Can I send birthday wishes to my clients?

Yes, the app provides pre-defined templates that you can use to send birthday wishes to your clients. You can also send advance and belated wishes to make them feel special.

* Can I track premium dues and share payment details with clients?

Yes, the app allows you to track premium dues month-wise and share the information with your clients. You can also view outstanding estimated commissions and follow up with clients to ensure timely payments.

Conclusion:

With its offline accessibility, automatic data backup, enhanced client and policy management features, and various tools for premium calculation and portal updates, LIC Stickynote Agent App offers convenience and efficiency in the daily work of advisors. By using this app, advisors can streamline their workflow, stay organized, and provide better service to their clients. Download the LIC Stickynote Agent App now and experience the benefits of a comprehensive and user-friendly app designed to meet the needs of LIC insurance professionals.