No, You can not work on Your multiple Computer, Laptop or Mobile at a same time. One Person can work at time on One instrument. If Agent wants to working on more then one Instruments at a same time, then you have to purchase for Multiple login IDs facility from us.
Go to our Web site (www.reachassuree.com). There you have to Go to Free CRM. Fill up form online and submit it with required fields detail . Then you get E-Mail. You can login from there. First You have to Upload Required Documents like PAN Card , Addhar card. If you have GST Certificate you have to submit. You can upload this documents from profile. Go To Payment Gate Way for Payment, Pay It.. You will Got Link on Your WhatsApp Mobile Number and E-Mail.
Here is Facilities to Maintain Agents Data Digitaly. Clients Details, Insurance Policies, Clients Personal Data,Renewal Alerts etc Maitained on Web Site and Mobile Applications. Agents can save his time and bifercate work to multiple staff. Agent Can live his tention fee life.
Yes. Only Insurance Agent who is our Clients only can Access his data by only his own ID And Password. Do not Passed your ID And Password to anybody. Care to Get Secure your ID & Password and get your data very secure. We are never save your Password.
Yes, You can get your loosed data back. We have Developed 3 Tier System for data backup. 1.Backup will goes to your Google Drive. 2.Backup will Goes to Rented Space of 2 Supplier.Backup will run every day on scheduled time. 3. You can take backup on your Desktop/Laptop also.
Agent Mobile Application provide to Agent Personal and his Excutives to do work on mobile like Desktop. Whenever agent seated with his client, Agent can work on his mobile for Client Data Entry etc all work just like Desktop.
Client Mobile Application provide to Your Clients Family wise one. Client can See his Renewals and all Insurance & Investment data of his family. Can uploading & Downloding their documents from this Appl.
Client Mobile Application provide Renewal Calender, he himself can see and do planing for it. Also Driving licence,PUC, Passport etc Docs.Due Date. Also Client can get alerts and see it. Agent can Reduce Many Portion of physically Client services and become Digital Agent.
Only Subscription Price for your plan will remain the same as you subscribed initially. New prices will not apply to you if your subscription renewing before due date.But if you had breaked your subscription then new price will be applicable at the time of Re-Activation
First you can got grace period benefit if any provision there is. If you had overed grace period time then it will be treated as breaked subscription and you have to do Re-Active as like new subscription. You have to pay that time applicable Subscription Vallue that time.Your data will be keep for 1 Year only from brecked date.
You can not do any work in website or Mobile Application.It will be Paused for 1 Year period. After 1 Year your all data etc will be deleted. If you will want to Re-Active it during the 1 year (Break Period) your past data will be getting. You can Re-Active As per applicable Re-Active Rules.
Any How If any our clients can not renew his subscription up to due date then some Rules will be applicable.  He can get Applicable Grace Period Benefit whatever.  He can not renew during the Grace Period then his subscription accounted as breaked status. breaked period will be accounted from Subscription Due Date to 1 Year. After end of break period all data will be deletet and client can not claim for it.During the break period (it means 1 year break period )if client Re-Activated his subscription, Past data got it. Re-Activated Client will be Applicable All rules and Price as on Re-Activation Time.
We have developed Operator (Admin) Friendly Report System. You can get somany types of Reports. Out of them some is like Family Wise Report, Periodical Renewal Report, Department wise Separate Transaction report, Commission Reports, Business Review Report for 3 Year Comparision etc.