설계사수첩

Planner's Notebook is a customer management app that organizes an insurance planner's day.

Customer information, enrolled policies, meeting schedules, and call and consultation records are grouped under a single customer, so you only need to check one screen before making a call.

■ Customers at a Glance

- Name, contact number, date of birth, workplace, address, family relationship, referrer, insurance of interest, tags, memo

- Special notes and points of caution are prominently displayed at the top of the customer screen

- Classification by Prospect / Contract / VIP / Dormant, star rating for important customers, family connection

- Select multiple contacts from mobile phone contacts to register at once (notifies you of numbers already registered)

- Search by name, number, workplace, memo, or insurance product; sort by most recent contact or oldest contact

■ Insurance Subscription Records

- Insurer, type, product name, policy number, premium, payment cycle, payment date, contract date, payment end date, maturity date, insured, beneficiary, status

- Record insurance from other companies as well for coverage analysis

- Automatic calculation of total monthly converted premiums; D-day display starting 90 days before maturity

■ Calls Recorded in One Go

- Calls and texts directly from the customer screen

- Call records are automatically created when a call is made, and prompts are provided to record the details upon the caller's return

- For every call, text, KakaoTalk, meeting, and visit record If you leave special notes and the next contact date, they will be displayed as follow-up actions on the Home and Calendar.

■ Schedules by Month, Week, and Day

- Meetings, phone appointments, visits, contract signing, policy delivery

- When you connect with a customer, it is automatically recorded in the customer history, and you can record the results after completion.

- Reminders (10 minutes to 1 day in advance), and you can enter the customer address in the location field all at once.

- Customer birthdays, wedding anniversaries, insurance maturities, and payment completions are automatically displayed on the calendar without manual input.

■ Today's To-Do List on Home

- Today's schedule, pending schedules, follow-up actions, this week's anniversaries, maturities within 30 days, key customers with infrequent contact

- Daily morning "Today's Briefing" notifications (time settings, can be turned off)

■ Statistics and Backup

- This month's new contracts, premiums, new customers, and number of meetings; status by insurer, type, and acquisition source

- Automatic backup to a dedicated Google Drive app space (optional upon login)

- Export and restore backup files, export customer list to Excel (CSV)

- Data is stored only on your device and (upon login) your Google Drive, and is not for developers No server

- Free. There is a small banner ad at the bottom of the screen, and you can use it permanently without ads after a one-time payment.

※ Due to Android policy, call logs and text message history from the default phone app are not retrieved. Calls made using the app's phone button are automatically recorded.