• Contact Number
Software for Insurance Agent

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
  • Hire Experts
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ISO 9001 Certified