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.

Features Available

Customer

• Manage the customer contact details, there plans, submitted document etc.

Advisor Master

• Manage the Advisor contact details submitted document by them etc.

Transactions

• 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

Reports

• 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