Hi everyone! ? Today I'm beta launching my very first product the Smart Policy Manager. Currently, I'm developing the product single-handed and want to validate ?? the idea and finalize the scope ?. =================== Story Behind The Product =================== I've multiple types of policies ( I bet everyone does ) which include Life Insurance, Health Insurance, Property Insurance, and many others. Most of the time I forget to pay the premium bills on time, not because of financial things but I've to remember different dates for different policies. It's kind of hard to remember the dates and payments. At least for me. I would like to know if anyone can relate ? So, I've decided to met several Insurance companies and individual agents to understand their workflow of managing their customers and their policies. And Here's what I found. Most of them are using their own software with hacky old software, Excel Sheets, and lot's of manual work and different services. So I thought of developing a CRM tool to manage everything in a single place. - East customer management with Built-in workflow ? - Accurate Policy Tracking ? - Automated Notification to customers on premium due dates ? - Importing of existing customer's data with a simple migration tool and start tracking right away ? - Appointment scheduling for new customers ? - Global calendar views for premiums date and appointments ?? - Smart insights into business ? If you're interested. Please visit the site: https://smartpolicymanager.netli... Let me know if you have any suggestions or feedback by sending an email to [email protected] or write a comment below and I’ll get back to you! Thank you.




