BimaBook

About BimaBook

Bimabook is All in One Insurance Management App for Agents.

As the name suggests, it provides all the features for managing and reporting customers, leads, policies and other things for an insurance agent.
It also imports and exports data on your own device so you don't have to worry about data leakage.
It's like carrying a mini notebook with user-friendly layout.

Main Features -

Create and Manage Customers :
Create and save all your customers within a few clicks .Create Customer by adding his name, email and other details.
View, edit or delete from the list at your own ease. Search for any customer using his/her name all at one place.

Create Policies:
Create policies for a customer by selecting customer name from the list.
Various policy types like Commercial Insurance, Health Insurance, Life Insurance etc. can be selected from the dropdown.
BimaBook provides flexible policy creation with many options like policy plan, purchase party, policy type, attachments etc.
Attachment can be any image or pdf file, eg-customer license.

You can also filter policy based on date, type, company names, etc.

Create Subagents, Policy Plans, Purchase Party in just few seconds and use them during policy creation.

Manage Leads:
This section is placed on dashboard.
Manage and create leads on a daily basis. You can also create a follow up for a call/meeting with your lead and
notify them via text/WhatsApp message. Transform your lead into a customer on lead success.
Leads are provided in different sections as open and closed, for your ease.
You can also view Follow-ups for the current date.


Insurance News:
View insurance related news articles in News section. Articles are updated from time to time to keep you updated.

Greetings:
Share Greetings with your customers on several occasions and festivals to make them feel special. You can also share Insurance concept photos.
Your greetings will be personalized as your name and contact details will be displayed along the greeting.

Profile:
More tab on BimaBook dashboard gives access to your profile details.
Enjoy a mini profile website containing your details which you can share across various platforms
and expand your marketing reach .Just tap on Share Link Button under Profile Link and you are good to go!
You can update the details on your website by updating the details on your profile and saving them.

Services:
You can find this section inside view profile.
Create and showcase your services on your mini website. Upload service image
and other details by tapping on create service.

Manage Data:
Manage data section allows you import and export your data on your device.
BimaBook keeps your data secured by exporting it on your device.
Data keeps exporting automatically in the background.
You can use this option if you want it to be done manually.

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