Insurance Xpress Mobile App is developed just for you to become the most successful Insurance Advisor. It is an All in One tool for Prospecting, Client Servicing & Customer Relationship.

Prospecting

Data

In App, you can save the data of Prospects like Photo, Name, Date of Birth, Anniversary. This data will help you for premium calculations as it considers age automatically and sends you the reminders for Follow-ups, Birthdays and Anniversaries

Plans and Presentation

App suggests you the plans compatible for your prospects. For every plan, there are Salient Features, Advantages, Conditions, Age Limits, Ready Brochures, & Videos. The Videos include presentation explaining policy in layman terms narrated by Insurance Specialist in the Country. This will help conversion of every prospect to customer.

Policy Comparison

You may suggest multiple policies to your prospects and also show them their comparisons to make selection very easy.

Brochure

Inbuilt well designed Brochures of the policy plans are available in Insurance Xpress App to send or share them to your prospects or customers.

 

Servicing

Status

Status Option helps you to get the details of policy status of your customer which includes Accrued Bonus, Total Surrender Value, Total Sum assured and Total Value.

Premium Calculator

Insurance Xpress App will make premium calculation ready for you within seconds without you entering any data as data like age is directly picked from Prospect's details.

Loan Calculator

Get the inbuilt loan calculator, with a single click. The App automatically calculates loan amount for the customer according to their policy values.

 

Client Relations

Reminder

You can get & send reminders for birthdays, anniversaries, premium due date, policy maturity date, money back and proposal.

Keep wishing

We give 600+ reasons for you to wish your customers or prospects. We remind you for all these dates every day. You can send them your wishes with preformatted emails, SMS or eGreetings.

Send at once

Insurance Xpress provides you SMS and email merge possibility. It allows you to make your own format of email & SMS using Data fields given in App.

 

Insurance Xpress Desktop

Policy Details

Insurance Xpress provides you syncing of Data. This data can be gathered, assembled or updated through Free Insurance Xpress Desktop software which can be downloaded from our website