The app provides multiple functions to assist LIC agents.
PREMIUM CALCULATOR - instant calculation of the premium amount for various plans based on age, sum assured, term of the proposer. The app provides provision to send brief simulated values via SMS or detailed simulation that includes parameters like loan value, cash value etc. via email in PDF format.
CALCULATOR - Various calculators include Maturity calculator, Late Fee calculator, HLV calculator, Financial Freedom calculator & BMI calculator
PROSPECT - Ability for the agent to add/edit data for prospects met, plan proposed and follow-up reminder
CUSTOMER - Ability for the agent to add/edit customer details ; the plans the customer have purchased ; track policy premium payment date ; follow up on payment.
MDRT TRACKER - Allows the agent to add/edit/track their progress towards achieving the targets based on commission and/or premium collection.
GOAL SETTINGS - Add/Edit values of their achievements and view it with respect to the goals they need to achieve.
Elite Advisor is a comprehensive app and a perfect tool that educates and enables LIC agents to succeed.
This app is exclusively for the members of Srichakra’s services. If you are a LIC agent and would like to subscribe to Srichakra’s services please contact.
CONTACT INFORMATION
website : http://www.srichakras.com
email : [email protected]
Mobile : +91 98450 34603