Insurance Xpress description

-: Prospecting :-

Data

* Build Database -- Build Prospect database while talking with them
* Policy Suggestions -- Get age based policy suggestions and premium calculations
* Event Reminders -- Reminders for follow ups, birthdays and anniversaries

Plans and Presentations

* Video Presentations - Ready Presentations and Videos for different plans
* Shareable Brochures -- Helpful brochures and salient features to describe the plan

Premium Calculator

* Automated -- Calculate premium based on risk cover, age and policy term
* Age Based premium Calculation -- Fastest premium calculation based on customer's or prospect's age

Policy Comparison

* Simplified Policy Selection -- Let your customer choose best policy according to his requirement
* Compare Policies -- Suggest multiple policies and also show policy comparison

Brochures

* Updated Brochures -- Brochures with latest Policy Updates
* Share with Prospects -- Share brochures with prospects and customers via email or social media


-: Servicing :-

Status

Loan Calculator

* Loan Advisor -- Calculate maximum possible loan on single or multiple LIC policies
* Loan on Selected Policies -- Easy calculation based on just policy selection


-: Customer Relations :-

Reminder

* Ready wishes and reminders -- Send reminders to customers with ready SMS and emails.
* Special connectivity with Brand Xpress -- Brand Xpress users can send Brand Xpress greetings

Keep Wishing

* Stay connected -- 600+ reasons to stay in touch with customers
* Celebrate Days and Festivals -- Send wishes and reminders for various celebrated days and festivals
* Ready to Send Wishes -- Preformatted wishes in the form of SMS, email and eGreetings.

Send at once

* Time Saver -- Do more activities in less time with Insurance Xpress app
* Send to everyone - Send all wishes and reminders at once using data fields in app


To use Insurance Xpress functionality, you must register.
In few devices, few of the functionality may not work.
In Android OS 4.4.4 and below, few of the functionalities will not work properly.