Shine TAB 3.39

Review of Shine Tab: A Mobile Application for Insurance Agents

Shine Tab is a mobile application designed specifically for insurance agents, offering a range of features that enhance policy management and client interaction on Android devices. Below is an overview of its key functionalities:

Key Features:

• Android notifications facilitate timely policy servicing.
• Simplified SMS sending directly from the Android mobile device.
• User-friendly data alteration options ensure ease of use.
• Visually appealing plan presentations improve client engagement.

Policy Data Management:

• Efficient direct download of new business policies from the server.
• Reliable online updates for Follow-Up (FUP) and lapsed policies.
• Accurate online birthday lists are maintained seamlessly.

Plan Presentation:

The app allows insurance agents to create comprehensive plan presentations on mobile devices and tablets in a straightforward manner. Key aspects include:

• Creation of multi-plan presentations to cater to diverse client needs.
• A variety of pre-made combinations to select from.
• Budgeting tools based on premium, maturity, and sum assured considerations.
• Adjustable bonus and Final Addition Bonus (FAB) rates.
• Integration of paid-up facilities for every plan offered.
• CIncluded cash flow details within maturity settlements for enhanced clarity.
• Marketing SMS taglines to assist in client understanding during presentations.
• Diverse premium breakup reports detailing basic premiums, rider premiums, and service tax amounts.
• Maturity summaries encompassing bonuses, FAB, loyalty benefits, guaranteed additions, and yield calculations.
• Ability to save all reports in PDF format for sharing via social media or email.
• Customizable cover pages for presentations and special plans tailored to client needs.

Calculators for Quick Results:

• Plan Premium Calculator
• Maturity Calculator
• Vested Bonus Calculator
• FAB Calculator
• Medical Requirement Evaluator
• Maturity Settlement Calculator

Auto Servicing SMS Notifications:

• Automated reminders and notifications including:
  • Premium due dates
  • Outstanding dues notifications
  • Money-back alerts
  • Maturity reminders
  • Client birthdays
  • Marriage anniversaries

Data Management Features:

• The application utilizes cloud services for automatic data retrieval from the server, alongside options for manual entry or modification of client information directly from mobile devices or tablets.
• • Diverse Shine Tab reports include:
  • A comprehensive policy list per client or family
  • Easily accessible premium due reports within specified date ranges
  • A report detailing money-back policies
  • A complete policy register
  • Lapsation reports for the first and second years
  • Lapsed policy registers with specifics
  • Maturity reports tailored to date ranges
  <il>Bases on birthdays and marriage anniversaries within defined periods.</il>

Dynamically Searchable Data:

• The application offers robust search capabilities across various parameters such as:

• • Policy number
  • Date of commencement (DOC)
  <lh>Description as Family Head or Policy Holder Name, mobile number, city, plan, term, sum assured, and gender.</lh>

Easily Shareable Outputs:

• The app enables effortless sharing of reports via SMS, WhatsApp, Facebook, or email to clients, thereby optimizing time management for agents. It includes online facilities for policy-related status checks such as:

• <}} Avoidance issues veux camarade et supports du hier ou du lundi sur check-listes du compte saveurs.
  :::Current policy status ::Current revival status ::Current loan values ::Premium paid certificates ::Current surrender value ::Policy nominee details *Additional online utilities available include benefit illustrations, payment links, agent login functionalities, branch locations, doctors’ lists, current NAV data, NAV history, and more.