Insurance Tracker is an User-friendly Insurance Policy Management tool to keep track all the Insurance information in an effective way with search, reminder and export options. It covers all types of Insurance & Policies and helps the Insurance holder to keep track their insurance accounts, policies, payment and financial information. Insurance Tracker offers a great way to keep track the Insurance information and data in a easy way.
It provides the best place to store your Insured's Name, Policy Number, Agent, Debit information and other details etc. All Insurance details can also be exported as HTML/Word/CSV file formats using a simple browser.
Any number of Insurance information can be added with user's choice, HTML/Text/CSV files Backup. Details of a Insurance information can be exported as HTML, TEXT and CSV file formats separately. Exported files can be saved anywhere within the Pocket PC using a Simple Browser. Notes is provided separately, which gives more storage for the additional information. A Special Summary is provided to view the most important information of a insurance and policies. Insurance Tracker easily store and retrieve any number of Insurance details.
Insurance Information consists of
- Insured Name
- Policy Number
- Policy Type
- Insurance Company Name
- Policy Plan or Term
- Company Code Number
- Agency Number
Policy Information consists of
- Coverage Amount or Policy Cost
- Deductible Mode
- Premium
- Effective from or Issue Date
- Expires on Date
- Next Premium Date
- Beneficiary
Debit Information consists of
- Financial Institution Name
- Routing Number
- Account Number
- A/C to Debit as Checking or Saving
- Notes
Agent Information consists of
- Agent Name
- Agent Number
- Agent Phone Number
- Underwriter
- Instant Preview of HTML and TEXT files after saving.
- HTML Details are stored in a Table format to make it more Lucid and Easy Viewing.
- Well-Structured details in Text file.
- Perfectly-Organized CSV Export.
- Advanced Search option
This powerful Insurance Tracker will keep record more than one Insurance information, in fact as many as you like.
Professionally and newly designed user-interface that speeds up Data Entry and Easy Viewing.
Key Features:
1. Simple and Easy to use.
2. Easy data entry.
3. Tracks any insurance details using search option.
4. Covers almost all the Contact information.
5. Edit and Delete options are provided.
6. Tab-based interface makes browsing easy.
7. All categories can be exported to any location in your Pocket PC.
8. It can store any number of insurance details.
9. All data can be retrieved at any point of time.
10. Insurance details can be exported to anywhere in the Device.
11. All data can be export as HTML / Text / CSV file formats.
12. Integrated with Contacts, Appointments, Tasks and more…
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