$50
Functionality:
Description:
This feature ensures the software maintains an up-to-date and organized database of all LIC customers, providing easy management of their profiles.
Functionality:
Description:
This module helps manage all policies associated with customers, ensuring data accuracy and comprehensive tracking of policy details.
Functionality:
Description:
This feature provides actionable insights into customer trends over time, helping users understand growth, retention, and service demand.
Functionality:
Description:
This report helps track policy performance and ensures that users have a clear view of policy-related business activities over specific periods.
Functionality:
Description:
This feature ensures no policy renewal is missed, improving customer satisfaction and maintaining steady premium inflows.
| Feature of in LIC CRM Software | Purpose of LIC CRM Software |
|---|---|
| Add/Edit/Delete Customer | Manage customer profiles efficiently. |
| Add/Edit/Delete Policy | Maintain accurate and updated policy data. |
| Self-Report: Customer | Analyze customer data month-wise/year-wise. |
| Self-Report: Policy | Evaluate policy data month-wise/year-wise. |
| Reminder List of Renewals | Ensure timely renewals with automated alerts. |
These functionalities are designed to streamline operations, reduce errors, and improve customer engagement for LIC agents or administrators. Let me know if you’d like more details or additional features!
This is one of the best LIC Agent CRM.
It's small, economic, and very price-friendly, making it perfect for LIC agents. The WhatsApp and email functions are seamless and efficient. The easy reminder services ensure no policy or renewal is ever missed. Highly recommended for agents looking to simplify their workflow and boost productivity!
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