Bimamitra - Agent App 1.55.1

Bimamitra offers a comprehensive solution for Life Insurance Agents, encompassing both marketing tools for Life Insurance Plans and essential back-office management features. This application essentially serves as a compact branch at the user's fingertips.

Unique Features:

• Policy Status: Quickly access the status of any policy and update the Face Amount Per Unit (FUP) of servicing policies directly from the portal.
• Accuracy: The app excels in providing precise calculations for premiums, survival amounts, maturity amounts, surrender values, loans, and late fees across both new and legacy plans.
• New and Old Plans: Bimamitra stands out as the only software capable of presenting both new and nearly all old plans, offering flexibility in how these plans are combined for presentations.
• Presentation: View ready reckoners for any plan and effortlessly convert these into polished presentations. The app features a user-friendly interface that allows users to include personal photos and amalgamate existing policies into new presentations for a holistic perspective on future projections.
• Family Presentation: Compile a complete family portfolio, showcasing all active and expired plans. This feature provides detailed insights, including cash flow, premium calendars, surrender values, loan information, risk cover, and breakdowns of maturity amounts.
• Online Data Download: Efficiently download data regarding new policies, FUPs, contact details, policy statuses, and premium certificates. Automatic family grouping further enhances time efficiency.
• Premium Due: Keep track of monthly premiums due along with expected guaranteed commissions. Users can access a detailed premium due list that includes basic premiums, late fees, GST liabilities, and dispatch bulk reminders via WhatsApp or SMS with just one click. Premium due SMS can be scheduled automatically with various customizable options.
• Survival/Maturity/Pension Reminders: Proactively inform clients about their upcoming survival benefits, maturity payments, or pension schemes through automated WhatsApp or SMS notifications.
• Policy Register: The policy register can be filtered based on various criteria such as commencement date, mode of payment, and current status to streamline management processes.
• Combination: Offer visual combinations using insurance concept posters to enhance client engagement.
• Best Suitable Plan: By simply entering the client’s age, premium amount, and duration, users can discover the most suitable insurance plans which can then be transformed into comprehensive presentations at the click of a button.
• Other Policy Status: Retrieve the FUP of any policy by entering relevant details such as policy number, date of birth, and premium information.
• Loan Reminders: Manage policy loans seamlessly while accessing detailed reports on loan interest rates, reminders, and loan histories.
• Greeting/Insurance Concept Posters: Send personalized greetings and messages for festivals and events using clients' names and photos. The app also includes attractive marketing materials for birthdays, anniversaries, and other occasions.

Please note: The Bimamitra app is not affiliated with the Life Insurance Corporation of India (LIC).