THE BEST MOBILE APP FOR INSURANCE AGENTS



DESCRIPTION:



ANDROID MOBILE APPLICATION WITH

1. ANDROID NOTIFICATIONS FOR POLICY SERVICING 

2. AUTOMATICALLY SEND SMS FROM ANDROID MOBILE (CRM)

3. DATA ALTERATION IN VERY SIMPLE & EASY WAY

4. ATTRACTIVE WAY OF PLAN PRESENTATION



POLICY 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 well



PLAN 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 Settlement



AUTO 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 client's 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 Facility

You 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 Details



Online 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.

Bug Fixes