LIC Stickynote Agent App

Introducing the LIC Stickynote Agent App, the next generation app specifically designed for Life Insurance Advisors (LIC) in India. This app delivers data to you offline, allowing you to work from anywhere and everywhere without the need for an internet connection. Say goodbye to the hassle of using the LIC Website Agent Portal - now you can access all the features offline at your convenience. With this app, you can easily manage your clients' information, including contact details, birthdays, and policies. You can even backup your clients' information to your Google Account and retrieve it whenever needed.

Features of LIC Stickynote Agent App:

* Offline access: The app allows LIC Insurance Professionals to access important data offline, from anywhere and everywhere. No need to rely on the LIC Website Agent Portal.

* Data backup: Automatic backup of client information to the user's Google Account, ensuring that important data is never lost and can be easily retrieved when needed.

* Client management: The app provides a comprehensive client management feature, allowing users to store and organize client details such as contact number, DOB, email, address, and more. Users can also add notes for better tracking and identification.

* Birthday wishes: A pre-defined template feature allows users to send birthday wishes to their clients, making them feel special and valued.

* Policy management: Users can access and manage policy details offline, including differentiating policies based on their status (inforce, grace, lapsing, lapsed, and matured). They can also view and generate PDFs of lapsed policy details and even revive policies if required.

* Premium dues and survival benefits: The app provides features to track premium dues, estimate commissions, and calculate survival benefits for policyholders, making it easier for users to follow up with clients and improve their business.

FAQs:

* Is the data stored securely?

Yes, the app ensures that client information is securely backed up and can only be accessed by the user through their own Google Account.

* Can I recover deleted client details?

Yes, the app provides a trash feature where deleted client details can be tracked and recovered if needed, preventing data loss due to accidental deletions.

* Can I customize the premium dues list?

Yes, users can customize the month-wise due list by adding or deleting specific dues, allowing for better organization and tracking.

* Can I access policy details even without an internet connection?

Yes, policy details can be accessed offline, ensuring that users can access important information even when they don't have internet connectivity.

* Can I generate professional-looking plan presentations?

Yes, the app provides a plan presentation feature that allows users to deliver quotations in an attractive manner, either in PDF or text format.

Conclusion:

The LIC Stickynote Agent App is a modern and convenient tool for LIC Insurance Professionals in India. With its offline access and automatic data backup features, users can access and manage important client and policy information from anywhere and everywhere. The app's client management, birthday wishes, and policy management features make it easier for users to stay organized, follow up with clients, and improve their business. The premium dues and survival benefits tracking features further enhance the app's functionality. Overall, the LIC Stickynote Agent App is a must-have for LIC Insurance Professionals seeking greater convenience and efficiency in their work.