Financial Agent CRM

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.


What We Offer

World-Class Talent for your projects

Basic Feature

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 Feature

One page slide for presenting all plans in easily readable format