LIC Stickynote

LIC Stickynote is a cutting-edge app designed to streamline the workflow for Life Insurance Corporation (LIC) Advisors in India. This app aims to simplify accessing essential client and policy information offline, eliminating the constant need to connect to LIC's agent portal online. By ensuring vital data is accessible anywhere, it helps professionals manage their time and resources effectively.

Comprehensive Client Management

With LIC Stickynote, managing client information is straightforward and efficient. You can easily organize your clients' details including contact numbers, dates of birth, and email addresses. The feature-rich app allows adding, merging, or deleting client data, while also enabling notes addition for individual profiles and attaching photos for easier recognition. Client birthdays are handled seamlessly with pre-defined templates for advanced, timely, or belated birthday wishes, enhancing your professional relationship with them.

Policy Organization and Monitoring

The app offers robust policy management functionality, letting you access and differentiate policy statuses such as in-force, grace, lapsing, lapsed, or matured. It provides vital insights into paid and unpaid policies from the past six months, aiding in business tracking and improvement. The app further features offline PDF generation for lapsed policy details and offers revival quotations to help you manage and recover lapsed policies efficiently.

Premium Tracking and Calculation

LIC Stickynote includes a premium calculator for easy and sleek plan presentations, alongside features for tracking premium dues month-wise and customizing these lists as needed. You have access to tools for monitoring outstanding dues and sharing survival benefits with your policyholders, ensuring a comprehensive overview of all financial aspects. Additionally, customized updates for policies and real-time insights into paid policies enhance your ability to manage your portfolio dynamically.