My Policy Book

My Policy Book (Insurance CRM)

One Stop Solution for Insurance Agent

Agents / Brokers Can Maintain all His/Her Business here.

All Insurance

1. Life Insurance ( Policy Data Download )

2. Health Insurance

3. Motor Insurance

4. Travel Insurance

5. Marine Insurance

6. Post Office Insurance

7. Personal Accident

8. And Others

Reports

1. Renewal Report

2. Laps Report

3. Premium overdue Report.

4. Sales Person Report

5. Prospect Reports

Leads

1. Create leads with social media

2. follow up with leads

3. send-update quotation to leds

4. Leds / Prospect Login.

5. http://app.mypolicybook.com/#/prospect/prospectlogin

6. Prospect can own Upload documents

7. prospect can see qoutation for Him with all Type of Insurance.

Customer

1. Add new Customer with Policy details.

2. Customers all Insurance Policy in one Click.

3. Customer Login to check his/ her policy status with Mobile no and DOB.

4. http://app.mypolicybook.com/#/customers/customerLogin

5. customer can download own policy documents.

6. customer can view agent Profile.

Users Login

http://app.mypolicybook.com/#/login

1.Group Head ( Manager)

2. Assign to ( Office Staff)

3. Sales Person (Ground Staff)

4. Customer Login ( Every Customer Can Login and Check Policy Status)

5. Prospect Login

Sms

1. Plan Combination sms

2. Birthday sms

3. Anniversary sms

4. Festival sms

5. Premium pending / due sms

Meeting Calender

1. Manage Your Meetings with Prospect.

2. Assign work to Staff.

3. Track Follow up Records.

4. Convert Leds to customer.

Video Meeting

1. Connect with Customer online and Explain Quotations.

2. One link to Arrange Meeting with all customer and Staff.

Social Medis Url

1. Send one Url on social media / whats app/ Facebook/ Instagram.

2. Get Leds directly into your account.

News

1. Connect with Insurance News daily.

Much More To Devlope Your Insurance Business

For More Details - Call - 9324361901