The app empowers you in keeping track of your Prospects, Customers and their policies: WHAT, WHERE, WHEN, WHY and HOW.
With CROREPATI AGENT App you can
Add New Prospects - Add contact details of new leads on the go
Know Your Prospect - Fact finding features about your prospects
Add and Tag family members of Prospects - simple and frictionless management of family details which will sure lead to future new policies.
Showcase and Share your Profile - Great options to showcase your profile even before your meet your prospects
Track Prospecting stages - Analytics for tracking and closing your sales
Set Reminders - Never miss an appointment or a call, greet your customers on time, every time.
Fix Appointments - Easy and Powerful tools to fix appointments and inform your prospects / Customers
Medical Appointments - Assists you in taking care of medical appointments to make your prospects feel comfortable about Medical check up
Send Notifications - Send timely alerts and notifications to your policy holders
List of Plans - An awesome display of LIC plans with every single detail included
Plan Advisor - A easy and efficient tool to find out eligible policies
Plan Combinator - A complex calculation made simple for combining different plans to provide best insurance coverage for the prospective policy holder
Plan Comparator - Tool to compare different LIC policies and Plans
Make Presentations - A sure sale closing tool in your kitty. Eye candy presentations with substance.
Up Sell Policies- An effective tool in your selling process to up sell policies which will ultimately benefit the customer
Share Proposal Quotation - You can share these beautiful sales proposals with every relevant data added in a easily understandable format.
Maintain Policy Details - Keep policy details up to date with these easily edit and update options.
Record / Scan and Save Documents - A tool that will be handy in your everyday agency life. just with a single tap you can get the documents that you submitted / used for a proposal and policy
Track your Sales - Your career enhancing tool. Target tool makes you keep focused and provide laser sharp insights in your progress in achieving the goal
Policy Service Request Ticketing and Management - A tool to delight your customers. With this tool you will never again loose customer satisfaction
Share Run rate with your DO - You can share your sales progress with your DO with a single click.
Create and Track Competitions - Lets you participate, track , Analyse and Win competitions
Documents Required cheat sheet - A handy reference of document required to be submitted along with Proposals
LIC Calculators - Easy calculators for LIC policy related calculations
LIC Glossary - A brief about commonly used LIC terminologies
Send SMS & Share App contents via Social Media - Stay ahead in your career with features provided by social media