Table Of Contents
- Latest Update
- Applications Description
- How to install Stickynote - Agent App / Policy Tracker APK for Android?
- How to install Stickynote - Agent App / Policy Tracker APK for PC (Windows 7/8/10 or MAC)?
- Stickynote - Agent App / Policy Tracker Pros & Cons
- Stickynote - Agent App / Policy Tracker related applications
Latest update [menu]
+ Force stopped in Birthday list issue has been fixed.
+ Death claim/Matured/Surrenderred/Force closed policies showing in due list issue has been fixed.
+ In Lapsed And Reduced paid up showing Inforce policies issue Fixed.
+ Changed bonus percentage and bonus calculation in (857,856,932,934,905) Plans.
Description [menu]
Simple & Easy application for Agents to work Offline from Anywhere and Everywhere.
Features Break-Down:
DATA BACKUP
• Automatic Backup of your client's information to your own Gmail Account and retrieve it when you re-install the Stickynote Agents app.
CLIENTS
★ Manage Clients:
• Manage the client details like (contact number, DOB, email, address and so on).
• Add your client details manually.
• If you prefer, you could merge or split your client information.
• Remove the redundant client's details and policies using Delete option.
• Add notes for your reference and keep track of each and every clients.
• Add a contact image to your client's profile for better identification.
★ Birthday Wishes:
• Wish your client's on their birthday and even greet them in Advance and belated wishes.
• Use the pre-defined templates to wish your client's through text and make them feel special.
★ Trash (Deleted Clients):
• Track the deleted client’s details at any time.
• Mistakenly deleted your client details? Don't worry. We have the option to recover it.
POLICIES
★ Full Policies:
• Access the downloaded policy details in offline too.
• Differentiate your policies as Inforce, grace, lapsing, lapsed and matured.
• Filter your policies by FUP date, sum assured much more.
★ Paid/Unpaid Policies:
• Get the last 6 months Paid/Unpaid premium lists of your policy holder's which help you to track and improve your business.
★ Lapsed / Revival:
• View and generate PDF your lapsed policy details in offline too.
• Revival quotation is available.
• View your revived policies separately.
• Bounce back with the things you lost in Lapsed by reviving it.
★ ECS Policies:
• Convert your monthly policies to ECS as 7th, 15th & 28th and make it simple.
PREMIUM DUES / SB
★ Premium Due List:
• Follow-up your client & convert the due.
• Apply the Filter option and get the specific details.
★ Month-Wise Dues:
• Track and share the dues according to previous, current and upcoming month.
• View the outstanding est. commission.
★ Month-Wise Dues (Custom):
• Customize the month wise duelist by adding and deleting it.
★ Outstanding Dues:
• Keep insight on Outstanding Dues & catch your policy holders.
• Use the Filter option to specific dues.
★ Survival Benefits:
• Get the past, present & future survival benefit of your policy holders & share with them.
NEW POLICIES TRACKING
• Track your Performance as Calendar/Financial Year Wise & increase the Graph.
• Check out your year wise total premium.
SMS SHOOTER
• Reach multiple clients with your personalized SMS in a single shot.
How to install Stickynote - Agent App / Policy Tracker APK for Android [menu]
Download Stickynote - Agent App / Policy Tracker APK file (in.stickynote.agent_301_24369222.zip) from SameAPK.com, then follow these steps:
Update Phone Settings
- Go to your phone Settings page
- Tap Security or Applications (varies with device)
- Check the Unknown Sources box
- Confirm with OK
Go to Downloads
- Open Downloads on your device by going to My Files or Files
- Download Split APKs Installer (SAI)
- Download and unzip file you already downloaded (in.stickynote.agent_301_24369222.zip)
- Open Split APKs Installer and follow steps on this app.
- Tap Install when prompted, the APK file you downloaded will be installed on your device.
How to install Stickynote - Agent App / Policy Tracker APK on Windows 7/8/10 or MAC PC? [menu]
Download Stickynote - Agent App / Policy Tracker APK file(in.stickynote.agent_301_24369222.zip) from SameAPK.com to your PC (ex: /Users/xxx/Downloads/(in.stickynote.agent_301_24369222.zip)), then follow these steps:
Using Emulator:
- Download And Install one Emulator Softwares (Ex: Bluestacks, GenyMotion, NoxPlayer)
- Download and unzip file in.stickynote.agent_301_24369222.zip.
- Using ADB or Split APKs Installer same as install for Android.
Stickynote - Agent App / Policy Tracker APK Pros & Cons [menu]
Pros
- This app is safe, it's not require high risk permissions
- Compatible with 64-bit device (some android device and current Bluestacks)
Cons
- No best performance On PC (Windows, MAC) (because it's not exists X86 variant)
