LIC Stickynote 2 (S2) Agent App description

Exclusively made for the LIC Agents of India

+ App specially designed for the Life Insurance Advisors (LIC) of India.
+ Delivering data to you for working Offline from Anywhere and Everywhere.
+ Helps you to manage your LIC policies even though you don't have LIC portal password.

Features of LIC S2:

• Request your Development Officer if you don't have LIC Portal Password.
• You can also access your portal if you have your LIC portal password.

DATA BACKUP
• Automatic Backup of your client's information to your own Google Account & retrieve it when you re-install the LIC S2 app.

CLIENTS

★ Manage Clients:
• Manage the client details like (Mob. No, DOB, email, address & so on).
• Add your client details manually.
• If you prefer, you could merge or split your client info.
• Remove the redundant client's details & 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 & make them feel special.

★ Clients Groups:
• Create a group which helps you to reach a set of customers in a tap.

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

POLICIES

★ Full Policies:
• Download your LIC policy and access in offline too.
• Differentiate your LIC 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 & improve your business.

★ Lapsed / Revival:
• View & 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.

PREMIUM DUES / SB

★ Premium Due List:
• Follow-up your client & convert the due.
• Track and share the dues according to the past, current month and future and share it as PDF.
• Apply the Filter option & get the specific details.
• View the outstanding est. commission.

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

NEW POLICIES TRACKING
• Inspect & improve your performance both Calendar Year Wise & Financial Year Wise.
• Track your year wise total premium.

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 LOOKUP (ONLINE)

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

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

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.

TEMPLATES
• Reach your customers with a personal touch by editing the predefined template.

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

In order to contact LIC S2:

Website: http://www.stickynote.in
Email: [email protected]
Phone: 044 4263 9469 | 98845 45080

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