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About Insurance Agency Management Software
The app is built for a life-insurance Development Officer. It keeps your recruitment pipeline and your team's book of business in one place - and gives every agent a phone app that shows them exactly what to do today. Renewals open as a year at a glance, then a month, then a collection date, then a short list with call, WhatsApp and a tick - and a policy disappears the moment it is collected. Lapsed policies are grouped by how long they have gone unpaid, with the message already written in the right words: revival while your insurer's window is open, a fresh plan once it has closed. Your agents get a home screen that is the whole app in one view, on a phone, with no menus to hunt through: their prospects, their renewals, their targets, posters to send, a printable visiting card, and three daily counts that show you who needs coaching before the results do. You tell the app which insurer your team sells for, once, in Settings - it is not built in. The agency application papers then fill themselves in from your standing details and the lead you pick. Every district, taluk and village is built in, so you can see which places actually produce agents and policies. And your public enquiry page is editable from the panel - or switched off entirely.
