Smart AgentsManage customer information with this application. | |
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Smart Agents Ranking & Summary
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- License:
- Shareware
- Publisher Name:
- Mosey Software
- Operating Systems:
- Windows All
- File Size:
- 48.8 MB
Smart Agents Tags
Smart Agents Description
Smart Agents is a customer relations manager designed to deal with customer data for LIC agents. With its help agents can store data of their clients and also, they can create plan presentation to convince new customers. The program features a simple interface that allows you to enter the details about new clients, insurance plans and prospect clients. Main features: Regularly updates plans. Plan description prints in English and Hindi. Saves data with client photo and signature. Imports data from LIC CD. Updates FUP online. Creates lucrative plan presentation. Calculates premium automatically Receives part premium. Does all types required calculations. Sends SMS and Emails Reminds due premium, lapse policy etc. Sets alarms and reminders. Generates all required reports. Exports report in Excel, PDF, Word format. Extremely easy to use. Minimum price compared to others. Calculates and generates report for agent commission earnings. Lifetime update free.
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