Smart Agent App

Features Smart Agent App

Welcome into the world of Fintech where we provide a unique way to manage your All agency data.
There are several advantages of using Smart Agent App.Smart Agent App software Main Features:-1.
Download your Agency data(Included D.O.B, Address, Mobile number,) with OTP & MPIN2.
Sorting/Filtering of Policies in more than 10 types like DOC, Premium, Sum Assured, Payment Mode, Maturity Date and many more.3.
Download Multiple Premium certificates of same policy holder4.
Search offline policy by Name or Policy Number5.
Get a Connection to contact Customer Support6.
Check your Outstanding Due/Policy Loan/Policy Loan Interest status7.
Generate more than 15+ pdf report i.e.
premium due, late fee, grace period, lapse policy, survival benefits, maturity ,sum assured, birthday reports8.
Send a notification sms to Policy holder for premium due, late fee, grace period, lapse policy, survival benefits, maturity and birthday9.
Create post/greeting in more than 40+ banners.
Manual post/greeting can also be created in Landscape and Portrait mode10.
User Data safety is maintained by Data backup in locally and server base11.
Maintain a list of your prospective clients to convert your lead into business