Bimamitra is all in one app for Life Insurance Agent. It not only provides all the features for marketing Life Insurance Plans, it also provides everything to manage back office operations. It's like carrying a mini branch in your pocket.
Unique Features:
Policy Status
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Find Status of any Policy
Update FUP of servicing policies from portal
Accuracy
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The No 1 feature of Bimamitra App is Accuracy. Get accurate calculation of premium, survival amount, maturity amount, surrender value, loan, late fee etc. of new as well as old plans.
New As Well as Old Plans
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Only software to provide presentation of new plans as well as old plans (almost all old plans included).
Also Mix any old Plans with New Plan in presentation.
Presentation
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View Ready Reckoner for any plan & convert it into presentation
Leader In User Friendly Plan Presentation
Simple & Smart User Interface
Include your photo
Combine Existing Policy In New Presentation and give 360 degree view of future projections
Family Presentation
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Complete Family Portfolio with all the expired & active plans.
Provide Details with Cash Flow, Premium Calendar, Surrender Value, Loan Details, Risk Cover, Maturity Breakup
Include All Policies including servicing policies
Online Data Download
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Download New Policy, FUP, Mobile No, Email, Address, Policy Status,
Premium Certificate from Portal
Automatic Family Grouping Saves Time
Premium Due
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Monthly Premium Due Along With Commission
Know Expected Guaranteed Commission Each Month
Premium Due List includes Basic Premium, Late Fee, GST Due etc.
Bulk WhatsApp/SMS all the Premium Due Reminders In One Click
Auto Schedule Premium Due SMS with various options.
Survival / Maturity / Pension Reminders
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Inform your client through WhatsApp/SMS about their upcoming Survival Benefits/Maturity/Pension in advance
Policy Register
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Filter Policy Register on Various parameters like Commencement Date, Mode, Current Status, etc.
Combination
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Various Combinations With Insurance Concepts Posters
Best Suitable Plan
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Just enter Age, Premium & Duration & Find the Best plan for your client & convert that into full fledge Presentation by click of a button
Other Policy Status
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Find FUP of any Policy by entering Policy No, DOB & Premium
Update FUP of servicing policies from portal
Loan Reminders
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You can manage loan against policy & view various loan reports like Loan Interest, Loan Reminder, Loan History etc.
Greeting / Insurance Concept Posters
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Send personalized Messages & Greetings on Festivals & Events with client's name & photo
Attractive & Professional Plan Concepts, Birthday, Anniversary, Marketing Festival, Daily Wishing posters.
Disclaimer: Bimamitra app is in no way affiliated with Life Insurance corporation of India (LIC).