Everyone

Flendzz Technologies (P) Ltd

Jelly Bean

★ MANAGE AGENTS

• Manage your agent’s details like mobile number, club details etc.

• Inspect all your active and Inactive agents.

• Segregate your agents using filters.

★ BIRTHDAY WISHES

• Wish on the special day of your agents with the assistance of Birthday wishes and categories as Advance & belated.

• Use the pre-defined templates to wish your Agents through text and make them feel special.

★ FULL POLICIES

• You can get entire policy details of your agents.

•  Get the agent wise policies list with the policy count.

• Differentiate those policies using filter option such as Inforce,  grace, lapsing etc.

★ MANAGE LAPSED POLICIES

• Track lapsed policies of each and every agent and share it as PDF.

• Filter the lapsed policies by current month, last year, last 3 years etc.

• Analyze the lapsed count of each and every agent.

★ MANAGE MATURITY POLICIES

• Classify matured and maturing policy of your agents.

★ PREMIUM DUE

• Figure out the premium due list of your agents and share it in PDF format.  

★ PERFORMANCE TRACKING

• Track the performance of each and every agent along with the policy count, Total Premium & total Sum Assured as Calendar and Financial year wise.

★ PLANNER

• Sketch a new plan and share those plan details to your customers.

• Project your plan presentation in PDF/Text in an attractive manner.

★ SMS SHOOTER

• A single tap will help you to send Greeting SMS or an intimation about the meetings to all you Agents.

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