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Shine TAB icon
Shine Software
5.0
3 ratings
190 MB
Size
Verified

SCREENSHOTS (8)

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About the app

THE BEST MOBILE APP FOR INSURANCE AGENTS DESCRIPTION: ANDROID MOBILE APPLICATION WITH 1. ANDROID NOTIFICATIONS FOR POLICY SERVICING 2. AUTOMATICALLY SEND SMS FROM ANDROID MOBILE (CRM) 3. DATA ALTERATION IN VERY SIMPLE & EASY WAY 4. ATTRACTIVE WAY OF PLAN PRESENTATION POLICY DATA MANAGEMENT: • Direct download of New Business Polices from Server • Online FUP Update is working well • Online Lapsed Policy List is working well • Online Birthday List Update is working well PLAN PRESENTATION: Create Plan Presentation on android Mobiles & Tablets in easy steps. • Create Multi-Plan presentations of Plans. • Numerous Readymade Combinations (Shine Concepts). • Budget (Premium wise, Maturity wise & SA wise). • Option to change Bonus Rate & FAB Rates. • Every plans paid up facility. • Maturity Settlement in Presentation with cash flow. • Marketing SMS Tagline with Cash Flow to better understand. • Premium Breakup Report for Basic Premium, Rider Premiums & Service Tax Amount • Maturity Summary to understand to Bonus, FAB, Loyalty, Guaranteed addition, yield. • Saves all Reports in PDF Format. • Share all reports through social media & Email. • Change cove page facility. • Special Plan Presentations of Various Plans. Calculators for quick Results • Plan Premium Calculator • Maturity Calculator • Vested Bonus • FAB Calculator • Medical Requirement • Maturity Settlement AUTO SERVICING SMS: >> Auto Reminders & Notifications • Premium Due • Outstanding due • Money Back • Maturity • Birth Day • Marriage Anniversary • Use our Cloud Services to get your data automatically from the server (as added services). • You can manually enter or modify your client's data in your mobile or Tablet. Various Shine TAB Reports • Policy List for a client or Family • Premium Due Report is easily available as per the given date range. • Money Back Report can be obtained. • Policy Register • 1st year & 2nd year lapsation report • Lapsed Policy Register • Maturity Report is available as per the given date range. • Birthday Report of clients as per the date range. • Marriage Anniversary Report of clients as per the date range. >> Dynamic Search Facility You can search the policy data with many keywords • Policy No. • DOC • Family Head • Policy Holder Name • Mobile No. • City • Plan • Term • Sum Assured • Gender >> Sharing and SMS Facility • You can easily send and share all the above Reports as SMS, WhatsApp, Facebook or email to your Clients and save your Valuable time. Online Facilities: Policy Related Status (Online) * Current Policy Status * Current Revival Status * Current Loan Value * Premium Paid Certificate * Current Surrender Value * Policy Nominee Details Online Utils * Benefit Illustration * Online Payment Link * Agent Login * Branch Location * Doctors List * Current NAV * NAV History and many more... WE GUARANTEE- YOU DID NOT REQUIRE ANY MARKET SOFTWARE OTHER THAN SHINE TAB FOR YOUR AGENCY GROWTH.

Finance

Ratings

5

3 total ratings

5

100%

4

0%

3

0%

2

0%

1

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REVIEWS

Vishwa Deepak Kumar

Vishwa Deepak Kumar

06/10/2025

Very good service and better uption for lic agents

ambadas konkati

29/01/2025

best App

Permissions

Contacts: access your contacts

Storage: access photos, media, and files on your device

Internet: use your internet connection

Phone: make and manage phone calls

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