CDR

The CDR application serves as a highly efficient tool for life insurance agents who need to manage their customer policy data with convenience and precision. Tailored to the needs of professionals in the industry, it provides a secure and user-friendly platform for storing, accessing, and handling insurance policy records. Users can effortlessly keep track of their Life Insurance policy details, ensuring vital information is always at their fingertips.

One of the key features is its ability to seamlessly save and view customer policy information. It offers the flexibility to edit details in response to any updates or corrections, as well as to delete customer details upon the maturity of a policy or due to other factors. The user-friendly search function allows agents to quickly find client records using either the policy number or the customer's name.

Moreover, this platform facilitates the critical evaluation of sales performance. Agents have the power to compare their current year's sales against the figures from the previous year, a comparison based on the total sum assured each month. This capability assists in analyzing trends and setting future sales targets. Additionally, users can create proposals, which can conveniently be saved as PDFs for easy access and distribution.

Suitable for agents affiliated with various life insurance companies, CDR adds a layer of efficiency to policy management tasks. Automated data backup to Google ensures information is never lost, even when changing devices. Its data integrity is impeccable, as personal data is not stored externally, providing peace of mind regarding privacy and security. Compatible even with lower-end devices, the app represents an indispensable tool for managing customer policy data effectively and enhancing productivity in the competitive landscape of life insurance.