We worked so hard to make a product that will help you succeed in your business...

  • Works Offline

    You can manage Agent Portal in your smartphone offline.

  • Agent Portal

    No need to worry about building your content anymore! Pages can be built easily using WPBakery’s super easy Visual Composer plugin.

  • Lapsed Policies

    Revival of Lapsed Policies will help you gain back the customers you lost, helping you to succeed in your business.

  • Revival Quotation

    Revival of Lapsed Policies will help you gain back the customers you lost, helping you to succeed in your business.

  • Late Fee

    Revival of Lapsed Policies will help you gain back the customers you lost, helping you to succeed in your business.

  • Premium Due (Month-Wise)

    Never miss your clients from making premium payment by regular followups.

  • Planner Presentation

    Simple and sleek plan presentation to deliver quotation right place at the right time when your clients ask for.

  • FUP Updation

    Know your each and every client's FUP Date for reminding them with the last date of premium payment.

  • Data Filters

    Know your each and every client's FUP Date for reminding them with the last date of premium payment.

  • Search Clients Instantly

    Know your each and every client's FUP Date for reminding them with the last date of premium payment.

Full Name

To get the Full name you have to open the Main menu, click Portal Update then Full Name Update(beta) and check the name of your policyholders that you prefer to convert then check the tick which has been located at the top right corner of you screen.

Get the Full name of your clients which helps you to tack and be updated with your clients. Full name will sort out the naming confusion and easy to get your client information.

Stickynote Offline App for Agent Portal
Stickynote Offline App for Agent Portal

Data Backup

You can take backup of your clients's information and Policies to your Google Drive Account. Later you can restore back to the same device or another device. Your Data on your account easy to access data and your data's are highly secured.

New Policy Tracking

You can track your performance every Year wise. You can track your performance like number of new policies and average number of policies for every month. You can also trace how many new policies you converted every month and Total Premimum of every month and Years as well.

Stickynote Offline App for Agent Portal
Stickynote Offline App for Agent Portal

Paid/Unpaid Policies

Now you can distinguish the Paid and Un-paid policies of every month. You can check it in a single touch. Every thing is in your finger tips.

For more Features

Download from playstore and stay Updated

Play Store