Customer Data Record

Keep your customer's policy data in your pocket.

Store Life Insurance policy records with ease and analyse your monthly sales data while comparing it with the previous year.

With Customer Data Record, you can:

- Save your customer policy details.

- View your customer's details anywhere.

- Edit the details in case of any error or changes.

- Delete your customer details in case of maturity or other factor.

- Search your customer details using the policy number or name.

- Compare your current year sales with previous year sales. Calculated by total sum assured in a month.

- Save your Proposals and Save them as PDF(saved pdfs are available in folder "CDR/pdf")

Life Insurance agents working for LIC, Max Life, Bajaj Allianz, ICICI Prudential Life Insurance, HDFC Standard Life Insurance, Tata AIA Life Insurance or other companies, can use this app.

*Keep your app backup turned in the google backup setting to backup all your app data automatically in case you need to uninstall app or change phone, so you don't loose your data.

*Can use on multiple devices when data is backed up and you login your device using the same id.

*100% safe, as we don't store any of your data.

*Can be run on low end devices.