Shine TAB

Features Shine TAB

THE BEST MOBILE APP FOR INSURANCE AGENTSDESCRIPTION:ANDROID MOBILE APPLICATION WITH1.
ANDROID NOTIFICATIONS FOR POLICY SERVICING 2.
AUTOMATICALLY SEND SMS FROM ANDROID MOBILE (CRM)3.
DATA ALTERATION IN VERY SIMPLE & EASY WAY4.
ATTRACTIVE WAY OF PLAN PRESENTATIONPOLICY DATA MANAGEMENT:• Direct download of New Business Polices from Server• Online FUP Update is working well• Online Lapsed Policy List is working well• Online Birthday List Update is working wellPLAN PRESENTATION:Create Plan Presentation on android Mobiles & Tablets in easy steps.
• Create Multi-Plan presentations of Plans.• Numerous Readymade Combinations (Shine Concepts).• Budget (Premium wise, Maturity wise & SA wise).• Option to change Bonus Rate & FAB Rates.• Every plans paid up facility.• Maturity Settlement in Presentation with cash flow.• Marketing SMS Tagline with Cash Flow to better understand.• Premium Breakup Report for Basic Premium, Rider Premiums & Service Tax Amount• Maturity Summary to understand to Bonus, FAB, Loyalty, Guaranteed addition, yield.• Saves all Reports in PDF Format.• Share all reports through social media & Email.• Change cove page facility.• Special Plan Presentations of Various Plans.Calculators for quick Results• Plan Premium Calculator• Maturity Calculator• Vested Bonus• FAB Calculator• Medical Requirement• Maturity SettlementAUTO SERVICING SMS:>> Auto Reminders & Notifications• Premium Due• Outstanding due• Money Back • Maturity• Birth Day• Marriage Anniversary• Use our Cloud Services to get your data automatically from the server (as added services).• You can manually enter or modify your clients data in your mobile or Tablet.Various Shine TAB Reports• Policy List for a client or Family• Premium Due Report is easily available as per the given date range.• Money Back Report can be obtained.• Policy Register• 1st year & 2nd year lapsation report• Lapsed Policy Register• Maturity Report is available as per the given date range.• Birthday Report of clients as per the date range.• Marriage Anniversary Report of clients as per the date range.>> Dynamic Search FacilityYou can search the policy data with many keywords• Policy No.• DOC• Family Head• Policy Holder Name• Mobile No.• City• Plan• Term• Sum Assured• Gender>> Sharing and SMS Facility• You can easily send and share all the above Reports as SMS, WhatsApp, Facebook or email to your Clients and save your Valuable time.Online Facilities:Policy Related Status (Online)* Current Policy Status* Current Revival Status* Current Loan Value* Premium Paid Certificate* Current Surrender Value* Policy Nominee DetailsOnline Utils* Benefit Illustration* Online Payment Link* Agent Login* Branch Location* Doctors List* Current NAV* NAV History and many more...WE GUARANTEE- YOU DID NOT REQUIRE ANY MARKET SOFTWARE OTHER THAN SHINE TAB FOR YOUR AGENCY GROWTH.