Insurance Policy Tracker description

Premium calculator cum Insurance policy tracker. Insurance policy tracker is meant only for Agents/ CLIAs. Not for policy holders. Helps you track all your policies offline and filter/ sort them according to your requirements. Insurance Policy Tracker comes with a powerful set of filters that you can customize to suit your needs. Plot graphs to analyze your past/ present performance.

Premium Calculator
• Calculate premium from sum assured OR maturity value OR approximate premium that a client is willing to pay.
• Include loan/ surrender value projection along with the premium quote.
• Generate beautiful PDF reports.
• Printable plan brochures.
• Save premium quotes for future use.
• Broadcast premium quotes with selfie on Facebook.

Offline Portal
• Offline access (no internet needed) to all your policies.
• Filter/ Sort policies based on various parameters.
• Search policies using policy holder name or policy number.
• Voice-driven policy lookup (watch video above).
• View updated policies (new + premium paid) after each sync.

Premium Due
• List policies whose premiums are due.
• Shows the total number of dues, premium to be paid as well as the total outstanding commission.
• Share premium due quote via SMS, Email, WhatsApp etc.
• Search policies using policy holder name or policy number.

Offline Premium Due/ Maturity Reminder
• Automatic Premium Due/ Maturity Reminder. No manual interaction needed to set reminders.
• Reminds you before a configurable number of days.
• Daily alerts.
• Automatically send reminder SMS to policy holders.
• Automatically categorizes reminders to 'Upcoming', 'Today' and 'Overdue/ Matured'.
• Ability to forward premium due/ maturity alerts to clients via SMS, Email, WhatsApp etc.

Birthday Reminder
• Automatic birthday reminder of policy holders. No need to manually set reminders.
• Categorizes reminders to 'Today' and 'Upcoming'.
• Daily alerts - Never miss the special day!

Lapsed Policies
• Track all lapsed policies.
• Calculate total lost commission.

Online Utils
• Premium paid statement - View/ Print/ Share premium certificate of any of your policy.
• Policy status view - View/ Save/ Share status of any of your policy instantly.
• Revival quote - View/ Save/ Share revival quote of lapsed policy.
• Loan - View/ Save/ Share paid up value, accrued bonus, surrender value and loan.


Date Filters
• DOC.
• FUP.
• Maturity Date.

Policy Parameter Filters
• Sum Assured.
• Premium.
• Commission.

Payment Mode Filters
• YLY.
• HLY.
• QLY.
• MLY.
• SGL (Single).
• LTD (Limited PPT).

Sort Options
• Policy holder name (A-Z).
• FUP Date (Old to New).
• Policy (New to Old).
• Commission (High to Low).
• Premium (High to Low).
• Sum Assured (High to Low).
• Maturity Date (Old to New).