Description

Shine ASM (Agency Servicing Management) isveryuseful tool for Insurance Professionals. You can save yourimportantInsurance
Policy data and get Reminders and Due lists. You can store andviewPolicy Details, All Servicing related information in yourMobilelike Policy No.,
Sum Assured, Riders, Premium, Mode, Policy Holder Name, Agencyetc..within a second.
Features :
>> Auto Reminders
• Premium Due
• Money Back
• Maturity
• Birth Day
• Marriage Anniversary
>> On-line Premium Payment Facility
Now you can pay premium on-line with this application

>> Premium receipt to Client
You can send of share premium receipt to your client.
>> Policy Data Management
• Use our Cloud Services to get your data automatically fromtheserver (as added services).
• If you are using Our Shine ASM Desktop or Laptop Software,thanyou can easily import Policy Data.
• You can manually enter or modify your client's data in yourmobileor Tablet.
Various Shine ASM Reports
• Policy List for a client or Family
• Premium Due Report is easily available as per the givendaterange.
• Money Back Report can be obtained.
• Maturity Report is available as per the given date range.
• Birthday Report of clients as per the date range.
• Marriage Anniversary Report of clients as per thedaterange.
>> Dynamic Search Facility
You can search the policy data with many keywords
• Policy No.
• DOC
• Family Head
• Policy Holder Name
• Mobile No.
>> Sharing and SMS Facility
• You can easily send and share all the above Reports as SMS,WhatsApp, Facebook or email
to your Clients and save your Valuable time.