Shine TAB (New)

Shine TAB (New) is the complete mobile app for insurance agents who need to manage policies, present plans, and grow their agency without switching between multiple tools.

Manage your entire client portfolio directly from your Android phone or tablet. Download new business policies automatically from the server, track lapsed policies in real time, and keep birthday and anniversary lists current with one-tap online updates. Every piece of client data—contact details, policy numbers, family information—is searchable by policy number, name, mobile, city, plan type, sum assured, and more. Manually add or modify client records whenever you need to, with changes syncing seamlessly to your cloud account.

Create professional, multi-plan presentations in minutes. Choose from pre-built plan combinations (Shine Concepts), customize premiums and bonus rates on the fly, and generate detailed reports showing premium breakdowns, maturity settlements, cash flows, and bonus projections. Every report exports as PDF and shares instantly via email, WhatsApp, Facebook, or SMS—so your clients see polished illustrations without delays. Change cover pages, compare plans side by side, and present with confidence.

Automate your client communication with smart reminders and notifications. Set the app to send automatic SMS alerts for premium due dates, outstanding balances, money-back events, maturity dates, birthdays, and anniversaries. No more manual follow-ups—your clients stay informed, and you stay top-of-mind.

Access built-in calculators for instant results: premium quotes, maturity values, vested bonus, FAB rates, medical requirements, and maturity settlements. Run comprehensive reports on demand—policy lists by client or family, premium due reports by date range, money-back statements, lapsation trends, and policy registers. All data is organized, searchable, and ready to share in seconds.

Access online policy status directly in the app: current policy status, revival eligibility, loan values, premium paid certificates, surrender values, and nominee details. Link to benefit illustrations, online payment portals, agent dashboards, branch locators, doctor networks, and NAV histories—everything an agent needs without leaving the app.

Shine TAB (New) eliminates the need for separate CRM, calculator, and reporting tools. Grow your agency faster with one unified platform built specifically for insurance professionals.