Insurance AutoReminder L...

Insurance AutoReminder L...

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时间2024-07-24 16:25
版本8.3.4.0
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应用介绍

Insurance AutoReminder L...应用简介

• Remain in Touch with your Policy Holders regularly without disturbing your work schedule. • Best suited General Insurance Agents. • Now follow-up is made simple. • Reuse your existing LIC Data – (Seamless integration with your existing Data-base through our Desktop Software) • Create New Data-base – (from Mobile / computer – with our formatted Excel) • Automated Reminder - Store your customer data once in the application and the reminder will be sent automatically. (Dues, Survival Maturity) Apart from policy reminders Birthday and Anniversary wishes were also automated. • Marketing tool - You can also create any marketing message and send it to the select groups. • Database - Create customer database. Manage customer database (Add/Edit/Delete/Search) • Database backup - Backup your customer database from your application to any other device or desktop that will help you to retrieve it later. • Create Groups - Apart from LIC and GIC groups you can also create any new group and use them for general communication. • Personalised Message - All automated SMS are personalised one and it addresses the customer with his name. Example: If the customer name is Anand then the message starts with Dear Anand, etc. • Signature - Your signature tags every outgoing SMS (your Name and Mobile No.,) • SMS plan - Zero SMS recurring cost, this application uses your mobile operator SMS plan. • Desktop Support Application – to convert your existing Database - Along with our mobile application we also provide Desktop software that will help you to covert your existing database and store them easily in our application. Then the automated alerts will be taken care of by our application. • Custom Templates - You can create and store your own wordings in the template whether it is Birthday,Anniversary, Welcome Message, LIC suffix, GIC suffix etc. • Multiple Auto Reminders - You can set multiple reminders (upto 4) in the Admin page. • Religious Wishes - You can send religious wishes to a select religion. For more information, please check our website at http://www.himate.in or e-mail us at info@himate.in Facebook : www.facebook.com/HiMateGoogle+ : plus.google.com/+HimateIn •保持联系与您的保单持有人定期,而不会干扰您的工作日程。 •最适合和准备使用的寿险和一般保险代理。 •现在跟进变得简单。 •重用现有的LIC数据 - (与您现有的数据基础,通过我们的桌面软件无缝集成) •创建新的数据基 - (从手机/电脑 - 与我们的格式的Excel) •自动提醒 - 一旦存放在应用程序的客户数据,并提醒将被自动发送。 (会费,生存及到期)除了政策催生日和纪念日的愿望也实现了自动化。 •市场营销工具 - 您也可以创建任何营销信息,并将其发送到选择组。 •数据库 - 建立客户数据库。管理客户资料库(添加/编辑/删除/查询) •数据库备份 - 备份您的客户数据库从应用程序到任何其他设备或台式机,这将有助于您以后找回它。 •创建组 - 除了LIC和GIC组,你也可以创建任何新组,并将其用于一般通信。 •个性化信息 - 所有的自动短信是个人化的之一,它解决了客户与他的名字。例如:如果客户名称是阿南德则消息亲爱的阿南德,等启动 •签名 - 你的签名标签每个传出短信(您的姓名和手机号) •短信计划 - 零短信经常性成本,这个应用程序使用您的移动运营商短信计划。 •桌面支持应用 - 以你现有的数据库转换 - 随着我们的移动应用程序,我们还提供了桌面软件,将帮助你隐蔽现有的数据库,并轻松地将它们存储在我们的应用程序。然后,自动警报将通过我们的应用程序的照顾。 •自定义模板 - 您可以创建和存储自己的文字模板无论是生日的,周年之际,欢迎留言,LIC后缀,后缀GIC等 •多种自动提醒 - 你可以在管理页面中设置多个提醒(截至4)。 •宗教祝福 - 你可以把宗教意愿的选择宗教。 欲了解更多信息,请访问我们的网站http://www.himate.in 或发送电子邮件至info@himate.in 的Facebook:www.facebook.com / HiMate谷歌:plus.google.com / + HimateIn 更多
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Insurance AutoReminder L...2025更新内容

+ FUP Based reminder errors fixed