SR Policy Tracker

SR Policy Tracker is a powerful offline-first CRM app built for insurance agents to manage their entire business from one place.

📋 KEY FEATURES

• Client Management – Add, edit, search clients with family grouping
• Policy Tracking – Full policy lifecycle with status tracking
• Premium Due Alerts – Today, upcoming & overdue premium views
• Commission Tracker – View all commission entries & totals
• Reports & PDF Export – Premium due, birthday, policy summary reports
• Cloud Backup – Encrypted backup & restore to keep data safe
• Calendar View – Visual calendar of premium dues & events
• Contact Import – Add clients directly from phone contacts
• Data Import – Import from legacy apps & PDF files
• Survival Benefits – Track SB due dates & payments
• Loan Tracking – Policy loans, interest & due dates
• General Insurance – Manage vehicle, health & other policies
• Plan Browser – Browse 269+ plan details
• Agent Profile – Store your branding info
• Greetings & Cards – Share branded festival & birthday images
• Message Templates – Ready-made SMS/WhatsApp messages
• Global Search – Find any client or policy instantly
• Daily Reminders – Auto notifications for due premiums

🔒 SECURITY
• AES-256 encrypted backups
• Device binding for account security
• No data shared with third parties

📱 WORKS OFFLINE
All data stored locally on your device. Internet needed only for login & cloud backup.

👨‍💼 BUILT FOR AGENTS
Whether you manage 10 policies or 10,000 – this app scales with your business. Import your existing data and get started in minutes.

💬 Support: WhatsApp us for help anytime.