Insurance Policy Tracker was a finance app developed by dbReign Software Solutions LLP. It was removed from Google Play Jan 31, 2019 and is no longer available for download.
Download Statistics
Insurance Policy Tracker had been downloaded 22 thousand times before it became unavailable.
User Ratings
Insurance Policy Tracker was rated 3.82 out of 5 stars, based on 860 ratings.
App Information
Insurance Policy Tracker was free to download. The APK download size was 4.96 MB. The last available version was 9.9. The last update was on May 14, 2018.
Technical Requirements
Insurance Policy Tracker required Android 4.2+ or higher. The app had a content rating of Everyone. The app had been available on Google Play May 2018.
Description
Premium calculator cum Insurance policy tracker. Insurance policy tracker is meant only for Agents/ CLIAs. Not for policy holders. Helps you track all your policies offline and filter/ sort them according to your requirements. Insurance 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.
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.
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.
Date Filters • DOC. • FUP. • Maturity Date.
Policy Parameter Filters • Sum Assured. • Premium. • Commission.
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).
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★★★★★
couldnt connect to server was last 30 days.. please solve the problem. thanking you sir..
★★★★★
Very good for agent, but not working in this days.
★★★★★
app is very useful but last few days it is not working,kindly update the same
★★☆☆☆
crash crash crash
★★☆☆☆
upto17dec it was good but after 17dec it can't sync and can't updat always found written msg couldn't connect server plz tell me how I can connect server where is the server???????
★★☆☆☆
login is much difficult now no reply from u plz solve our problem of login and do ur 100% once again best app if work properly
★★☆☆☆
THIS APP IS VERY USEFUL FOR AGENTS BUT IT IS NOT WORKING PROPERLY SINCE DEC.2018.
Technologies used by Insurance Policy Tracker
12 permissions·8 libraries
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