Now you don't have to worry about servicing your existing clients, Instaserve will manage them for you, from sending birthday wishes to reminding them to renew their policies. Instaserve has got your back, so that you can focus on your new bussiness.
Add new or manage your existing Life Insurance customers.
Add new or manage your existing General Insurance customers.
Add new or manage your existing Medicalim customers.
Create customised groups for your customer so that you can interact with them with a single click.
Use exitsing messages like policy renewal messages or Fup due date messages or create your own messages.
Send sms to individual customers or a group message.
Add festival messages here, and Instaserve will wish your customers on your behalf.
Check or uncheck a certain type of messages you dont want to send.
See a list of all upcoming reminders that Instaserve is going to send to your customer on your behalf.
See all the messages that has been sent by Instaserve.
Now you don't have to visit your Lic portal to check the status of your clients. Instaserve will do it for you.
Send birthday and anniversary message to your prospect clients for building a good relationship.
Backup and restore your data. Import your data from excel file.
Settings to configure your assistant, like when to send sms, storing your lic portal username/password and more.
Our details and contact number so that we can serve you better when you need our assistance!
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