Financial Agent CRM

Altis is pioneer in providing software solutions for Insurance & Financial Advisors. Offering affordable, user friendly & comprehensive softwares with cutting age technology for Life Insurance Agents and Financial Advisor Officers. Most difficult task for a Life Insurance officer is to come out of the traps of lengthy calculations & manage the data efficiently. Many of them hire an assistant which cost them a little higher. But here is a software solution that would do the work just like any assistant without demanding salary payment. In other words, we are offering you efficient & potable virtual manager software, named Altis Financial Agent CRM Advisor which is equipped with the advanced database management systems and the latest marketing management technique. Basic : ⦁ Presentation of Plan with Yield & Risk Cover in simplified format (in one page) ⦁ Advanced voice mapped appointment scheduler ⦁ Intimation of Dues ⦁ English & Hindi (both compatibility for plan presentation) ⦁ Comparison of Life Insurance & other insurance firms (the most important thing for agent) Advance : ⦁ One page slide for presenting all plans in easily readable format ⦁ Voice interactive services for providing you a real assistant like help ⦁ Free provision of essential data calculators for death claim, joint age. ⦁ All important alert in the interactive voice interface ⦁ Database management skills ⦁ Intimation alert on system startup ⦁ Efficient record management of maturity intimations like GIC, KVP, NSC ⦁ Commission claim record (P.P.F. & PO)