Stickynote | Agent CRM

Stickynote’s Key features:

Online Cloud Data Backup
+ Automatic Backup of your Customer’s information and retrieve it anywhere, anytime when you reinstall the Stickynote Agents app.
+ Your data is stored on extremely secure Amazon cloud servers.

Customer
+ Manage your customers and organize all related activities.
+ Add notes for your reference and keep track of each and every customer.
+ Greet your Customers with Advance and Belated birthday greetings.
+ Pre-defined templates to share with your Customers on Festivals or Special occasions.

Policies
+ Know your Policy Insights at a Glance.
+ Graphical Charts that show all of your Policies by category.
+ Updated FUP of servicings policies.

★ Paid/Unpaid Policies:
+ Keep Track on the list of policyholders' paid and unpaid premiums for the last six months.

★ Lapsed / Revival:
+ Lapsed Policy List with Revival Quotation.
+ Bounce back with the things you lost in Lapsed by reviving it.

Premium Dues/ SB
+ Premium Due List includes Basic Premium, Late fee + GST , No of Dues , etc.
+ Download or Share Premium Due List in PDF Format.

★ Survival Benefits:
+ Get the past, present & future survival benefits of your policy holders & share with them.

Performance Tracking
+ Monitor your performance according to the calendar or financial year, and boost the business graph.
+ Check out your premium total for the entire year.

SMS Shooter
+ Reach multiple clients with your personalized SMS in a single shot.

Our Website:
https://stickynote.in/

Instagram:
https://www.instagram.com/stickynote_agent_app/

Facebook:
https://www.facebook.com/Stickynote1

You can reach us through:
Call or Whatsapp: +91 9884545591 (or) Email: [email protected]