LIC CROREPATI AGENT

A Powerful tool for LIC AGENTs, CLIA and DO.
CROREPATI AGENT™ app brings LIC agent portal features into your mobile phone, You can do
★ Policy Tracking,
★ Premium Due Reminder, Lapsed Policy Tracking
★ Loan Calculation,Revival Calculation
★ Premium Paid Statement Generation
★ Plan Presentation
★ Premium Calculation
★ Late Fee, Revival Fee, Back Date Calculations
★ Sales Target Tracking
★ Competition Tracking
★ Plan Combination
★ Plan Comparision


With CROREPATI AGENT App you can

Add New Prospects - Add contact details of new leads on the go

Know Your Prospect - Fact finding features about your prospects

Add and Tag family members of Prospects - simple and frictionless management of family details which will sure lead to future new policies.

Showcase and Share your Profile - Great options to showcase your profile even before your meet your prospects

Track Prospecting stages - Analytics for tracking and closing your sales

Set Reminders - Never miss an appointment or a call, greet your customers on time, every time.

Fix Appointments - Easy and Powerful tools to fix appointments and inform your prospects / Customers

Medical Appointments - Assists you in taking care of medical appointments to make your prospects feel comfortable about Medical check up

Send Notifications - Send timely alerts and notifications to your policy holders

List of Plans - An awesome display of LIC plans with every single detail included

Plan Advisor - A easy and efficient tool to find out eligible LIC Plans

Plan Combinator - A complex calculation made simple for combining different plans to provide best insurance coverage for the prospective policy holder

Plan Comparator - Tool to compare different LIC Plans

Make Presentations - A sure sale closing tool in your kitty. Eye candy presentations with substance.

Up Sell Policies- An effective tool in your selling process to up sell policies which will ultimately benefit the customer

Share Proposal Quotation - You can share these beautiful sales proposals with every relevant data added in a easily understandable format.

Maintain Policy Details - Keep policy details up to date with these easily edit and update options.

Record / Scan and Save Documents - A tool that will be handy in your everyday agency life. just with a single tap you can get the documents that you submitted / used for a proposal and policy

Track your Sales - Your career enhancing tool. Target tool makes you keep focused and provide laser sharp insights in your progress in achieving the goal

Policy Service Request Ticketing and Management - A tool to delight your customers. With this tool you will never again loose customer satisfaction

Share Run rate with your DO - You can share your sales progress with your DO with a single click.

Create and Track Competitions - Lets you participate, track , Analyse and Win competitions

Documents Required cheat sheet - A handy reference of document required to be submitted along with Proposals

LIC Calculators - Easy calculators for LIC policy related calculations

LIC Glossary - A brief about commonly used LIC terminologies

Send SMS & Share App contents via Social Media - Stay ahead in your career with features provided by social media

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