LIC Agent Diary & CDR

LIC Agent Diary & Customer Data Record is a comprehensive digital tool designed for LIC agents to efficiently manage client insurance details. This extension allows agents to save and edit customer policies, view details on the go, and send timely premium reminders to clients.

Key features include saving proposals as PDFs, maintaining backups for easy device migration, and a newly introduced Customer Data Record feature that lets agents fill and print user information during policy visits. It supports searching by client name and can function smoothly even on low-end devices, enhancing productivity and client management for LIC agents.