Altis is a pioneer in providing software solutions for insurance and financial advisors. Offering affordable, user-friendly, and comprehensive CRM software with cutting-edge technology for life insurance agents and financial advisor officers.
To be successful in life insurance, it is important to be able to come up with a plan and stick to it. Many Life Insurance Officers hire an assistant in order to make the calculations faster. However, there is a virtual assistant software solution that can do the same job without costing you extra money. In other words, we offer you the Altis Financial Agent CRM Advisor software which is equipped with the best database management systems and marketing techniques.
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)
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)
