About LIC Policy Tracker
LIC premium calculator cum LIC policy tracker. LIC policy tracker is meant only for Agents/ CLIAs . Not for LIC policy holders . Helps you track all your policies offline and filter/ sort them according to your...
LIC premium calculator cum LIC policy tracker. LIC policy tracker is meant only for
Agents/ CLIAs .
Not for LIC policy holders . Helps you track all your policies offline and filter/ sort them according to your requirements. LIC Policy Tracker comes with a powerful set of filters that you can customize to suit your needs. Plot graphs to analyze your past/ present performance.
LIC Premium Calculator
• Calculate premium from sum assured OR maturity value OR approximate premium that a client is willing to pay.
• Include loan/ surrender value projection along with the premium quote.
• Generate beautiful PDF reports.
• Printable plan brochures.
• Save premium quotes for future use.
• Broadcast premium quotes with selfie on Facebook.
Offline Portal
• Offline access (no internet needed) to all your policies.
• Filter/ Sort policies based on various parameters.
• Search policies using policy holder name or policy number.
• Voice-driven policy lookup (watch video above).
• View updated policies (new + premium paid) after each sync.
Premium Due
• List policies whose premiums are due.
• Shows the total number of dues, premium to be paid as well as the total outstanding commission.
• Share premium due quote via SMS, Email, WhatsApp etc.
• Search policies using policy holder name or policy number.
Offline Premium Due/ Maturity Reminder
• Automatic Premium Due/ Maturity Reminder. No manual interaction needed to set reminders.
• Reminds you before a configurable number of days.
• Daily alerts.
•
Automatically send reminder SMS to policy holders.
• Automatically categorizes reminders to 'Upcoming', 'Today' and 'Overdue/ Matured'.
• Ability to forward premium due/ maturity alerts to clients via SMS, Email, WhatsApp etc.
Birthday Reminder
• Automatic birthday reminder of policy holders. No need to manually set reminders.
• Categorizes reminders to 'Today' and 'Upcoming'.
• Daily alerts - Never miss the special day!
Lapsed Policies
• Track all lapsed policies.
• Calculate total lost commission.
Business Insight
• Month wise breakup of new policies, sa, number of renewals and renewal premium.
• Total of all business parameters for the specified date range.
NB Plotter
• Plot graphs detailing new business information between a specified date range.
• Plot parameters include sum assured, premium and commission.
Online Utils
• Premium paid statement - View/ Print/ Share premium certificate of any of your policy.
• Policy status view - View/ Save/ Share status of any of your policy instantly.
• Revival quote - View/ Save/ Share revival quote of lapsed policy.
• Loan - View/ Save/ Share paid up value, accrued bonus, surrender value and loan.
• Ask LIC (SMS enquiry service).
Date Filters
• DOC.
• FUP.
• Maturity Date.
Policy Parameter Filters
• Sum Assured.
• Premium.
• Commission.
Payment Mode Filters
• YLY.
• HLY.
• QLY.
• MLY.
• SGL (Single).
• LTD (Limited PPT).
Sort Options
• Policy holder name (A-Z).
• FUP Date (Old to New).
• Policy (New to Old).
• Commission (High to Low).
• Premium (High to Low).
• Sum Assured (High to Low).
• Maturity Date (Old to New).
Previous Versions
Here you can find the changelog of LIC Policy Tracker since it was posted on our website on 2016-09-30 20:28:02.
The latest version is 9.5 and it was updated on 2024-04-23 09:13:35. See below the changes in each version.
LIC Policy Tracker version 9.5
Updated At: 2018-01-08
Changes: 1. Unable to fetch policy status - fixed.
2. Sync portal issue resolved.
3. 'Premium Due' disabled temporarily. Will be back once LIC Agent portal starts showing premium payment mode of policies.
IMPORTANT: LIC Agent portal doesn't provide premium payment mode of policies. So app cannot calculate premium dues.
LIC Policy Tracker version 6.5
Updated At: 2016-09-19
Changes: 1. Bima Diamond (841) with multiple calculation modes.
Disclaimer
External Download
We do not host LIC Policy Tracker on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Galad and passed their terms and conditions to be listed there. We recommend caution when installing it.
The APK Download link for LIC Policy Tracker is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.
If you have questions regarding this particular app contact the publisher directly. For questions about the functionalities of apps112.com contact us.
