Stickynote S2: Agent CRM

Simple & Easy application for Agents to work Offline from Anywhere and Everywhere.

Features Break-Down:

DATA BACKUP

• Automatic Backup of your client's information to your own Gmail Account and retrieve it when you re-install the Stickynote Agents app.

CLIENTS

★ Manage Clients:

• Manage the client details like (contact number, DOB, email, address and so on).

• Add your client details manually.

• If you prefer, you could merge or split your client information.

• Remove the redundant client's details and policies using Delete option.

• Add notes for your reference and keep track of each and every clients.

• Add a contact image to 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 and make them feel special.

★ Trash (Deleted Clients):

• Track the deleted client’s details at any time.

• Mistakenly deleted your client details? Don't worry. We have the option to recover it.

POLICIES

★ Full Policies:

• Access the downloaded policy details in offline too.

• Differentiate your 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 and improve your business.

★ Lapsed / Revival:

• View and 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 and make it simple.

PREMIUM DUES / SB

★ Premium Due List:

• Follow-up your client & convert the due.

• Apply the Filter option and get the specific details.

★ Month-Wise Dues (Custom):

• Customize the month wise duelist by adding and deleting it.

★ Outstanding Dues:

• Keep insight on Outstanding Dues & catch your policy holders.

• Use the Filter option to specific dues.

★ Survival Benefits:

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

NEW POLICIES TRACKING

• Track your Performance as Calendar/Financial Year Wise & increase the Graph.

• Check out your year wise total premium.

SMS SHOOTER

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