Insurance, Mutual Fund Agency Mngt.
ETPL offers various IT services to serve the client's interest at the best and have in-house expertise to deliver the project within the deadlines.
- Manage the customer contact details, there plans, submitted document etc.
- Advisor Master
- Manage the Advisor contact details submitted document by them etc.
- Plans Master to manage the plans
- Plan Scheme Master to manage the plans schemes
- Extra Features
- Premium Alerts
- Maturity Alerts
- Customer Birthday Alerts
- SMS & Email
- Customer complete details with there running plans and submitted premiums
- Customer Mailing Details
- Advisor Details
- Advisor Mailing Details
- Commission Report
- Scheme Wise Report
- Premium Receipt