Policy Tracker & Reminder

Insurance policy management tool for individuals or insurance agents.

Price
In-App PurchaseYes
Shows AdsYes
LaunchedOct 20, 2014
Store Categories
Applications|Productivity

Total Ratings

Worldwide

1.4K
5 star
820
4 star
0
3 star
150
2 star
0
1 star
310

Description

Why use this app:
This app is designed to maintain insurance policy records for easy access and track premium due dates. This is very useful for individuals or agents.

Data Privacy/Security:
This application doesn't save data on SERVER.
This application also works offline & require internet only for backup/restore function.
If backup data file is deleted from your own Google Drive, then data cannot be recovered back by us as we don't have any data on any SERVER.

Policy Data:
- View and manage your all policies at one place.
- View Premium due in next 30/60days or current month.
- View those policies which have premium overdue.
- Send premium due reminder via WhatsApp/SMS/Email.
- View those policies which have got matured.

Backup Data:
- Backup your data on your Google Drive account.
- Download policy data to Excel Sheet

Settings:
- Settings to lock the application using your device locking mechanism
- Settings to receive advance premium due notification
- Password manager to manage your password

Pro Features:
- Remove all Advertisement
- View upcoming birthday & wish your clients
- Import policy/client data via Excel sheet
- Export policy/client data via Excel Sheet
- Add unlimited policies

Backup/Restore:
Take backup of your policy/client data stored on application (on Google Drive account)
Data will be restored automatically during re-installation of application.
Data will be restored on below conditions:
* Un-Install and Re-Install application again
* Clear Cache/Storage application data

Screenshots

Policy Tracker & Reminder screenshot 1
Policy Tracker & Reminder screenshot 2
Policy Tracker & Reminder screenshot 3
Policy Tracker & Reminder screenshot 4
Policy Tracker & Reminder screenshot 5
Policy Tracker & Reminder screenshot 6
Policy Tracker & Reminder screenshot 7
Policy Tracker & Reminder screenshot 8

Version History

Releasing updates every 3 months on average. Last update 78 days ago.

v8.0.7Dec 13, 2024

Options available to adjust text size
Settings -> Change Font size

v8.0.3Aug 11, 2024

- Fixed scrolling issue on the policy/holder/company list

v9.7.4Nov 03, 2023

* Easy view of overdue policies with color coding in unpaid tab\n"
* New drop down menu to select 30/60 days filter on unpaid tab click\n"

v7.9.3Mar 03, 2023

* Option to adjust font text size (settings -> app settings -> Font size)
* Fix issue in listing policies pending within 60 Days

v9.9.2Feb 19, 2023

* Option to adjust font text size (settings -> app settings -> Font size)
* Holder details edit issue is fixed
* Added more colors for dues pending for easy identification

v7.9.1Feb 05, 2023

* Improved Un-Paid policy list view, show Y/M/Q/HY/1T indication for payment cycle, indicate overdue days, align reminder via WhatsApp/Email options

* Improve text size on different screen size for different devices. All/Un-Paid views looks much better and colorful.

* You can take backup and attach your backup file to email with auto compose feature. (Backup & Restore)

* When user click "mark as paid" in quick sequence, observed crashes in some cases. (Click Refresh icon to re-load)

v7.9.0Feb 05, 2023

- Fixed Minor bug in mark all as paid feature
- Improved user experience with new icons
- Improved app launch performance

v7.8.8Jan 26, 2023

- Feature: Mark all policy as paid at one go
- Feature: Button added to refresh policy list
- Fix Issue: Holder name not saved uniquely
- Fix Issue: Holder name not saved uniquely
- Improved UI updates on policy changes done
- Improved App launch performance
- Stability: Minor crash issues

v7.8.7Jan 15, 2023

- Fix Issue: Crash on Google login
- Fix Issue: Wrong next payment due
- UI update: Unpaid list reminder sender
- Stability: Fix crash issue on some devices

v7.8.6Dec 31, 2022

v7.5.9Dec 28, 2022

v7.5.8Dec 21, 2022

- Stability: Fixed UI issues
- UI update: Fixed text size issue
- Stability: Fixed edited record not saving
- UI update: Minor changes to default reminder msg

v7.5.7Dec 19, 2022

v7.5.6Oct 12, 2022

- UI update: Policy record view simplified
- UI update: Grouped backup/restore features
- UI update: Reminder message content updated

v7.5.5Apr 23, 2022

- Stability: Fixed app crash during launch
- Feature: Email data backup file to yourself for keeping safe
- Feature: Excel import/export trial allowed
- Feature: Backup/Restore manually with .json file
- UI update: Grouped backup/restore features

v7.5.4Apr 17, 2022

- Feature: Email data backup file to yourself for keeping safe
- Feature: Excel import/export trial allowed
- Feature: Backup/Restore manually with .json file
- Feature: Test reminder trigger on device
- Stability: Fixed app crash during launch
- UI update: Grouped backup/restore features

v7.5.3Apr 03, 2022

- Fixed Crash : App launch issue
- Fix : Calendar style changed for easier date selection
- Fix : Reminder notification for premium due
- UI : Simplify new record data entry form
- Update : Browse option to select excel file to upload data to app
- Update : When backup file not found in google drive, option is provided to manually browse and pick the file to restore data during app re-installation

NOTE: Take backup of your data after this update

v7.5.2Mar 27, 2022

- Fixed Crash : Unable to open app
- Fix : Calendar style changed for easier date selection
- Fix : Reminder notification for premium due
- UI : Simplify new record data entry form
- Update : Browse option to select excel file to upload data to app
- Update : If backup file not found in google drive, option is provided to manually browse and pick the file to restore during app re-installation

NOTE: Take backup of your data after this update

v75.0.1Mar 12, 2022

- Fixed Crash : Unable to open app
- New Support : Debug information available in Help & support
NOTE: Must take backup of your data after this update

v75.0.0Jul 19, 2021

- Fixed Crash : Unable to open app
- Fixed issue : Sorting policies
- Fixed issue : Premium due notify adjustment
- Fixed issue : Unpaid marked policy showing tick
- Remove UI : Reminder preference screen
- New Feature : Search by policy plan
- New Feature : YouTube video tutorial for users
- New Support : Debug information available in Help & support

v73.0.0Jul 13, 2021

- Update : Premium Due 1 day prior than commence day
- Remove UI : Reminder preference screen
- Fixed issue : Sorting policies
- Fixed issue : Unpaid marked policy showing tick
- New Feature : Search by policy plan
- New Feature : YouTube video tutorial for users
- New Support : Debug information available in Help & support

v72.0.0Jul 13, 2021

- Fixed issue : Birthday screen crash
- Fixed issue : Maturity screen crash
- Fixed issue : Unpaid marked policy showing tick
- New Feature : YouTube video tutorial for users
- New Feature : Clone policy details of last record for creating new Record
- New Support : Debug information available in Help & support

v71.0.0Jun 28, 2021

- Fixed issue : App slowness & auto close after launch
- Fixed issue : App crashed during search/filter
- App requires Contact permission for data backup using Gmail id on Drive.
- App requires Contact permission for new holder record phone no. lookup
- Files & Media Storage permission required when backup data or excel use

v70.0.0Feb 26, 2021

- Fixed issue that subscription was getting auto refund
- Allowed to edit policy holder/client name
- Add client name when sending reminder msg via WhatsApp
- Remove demo record if user adds new policies
- Fixed restore from Download folder issue

Note: Must backup data once application updated.

v66.0.0Feb 23, 2021

- Fixed issue that subscription was getting auto refund
- Allowed to edit policy holder/client name
- Add client name when sending reminder msg via WhatsApp
- Remove demo record if user adds new policies

Note: Must backup data once application updated.

v65.0.1Jan 31, 2021

- Buy Subscription for premium features
- Add Custom Signature for Messages
- Backup data content design is modified
- Fixed major application launch crash issue
- Fix search data in the app issue

Note: Must backup data once application updated.

v65.0.0Jan 31, 2021

- Buy Subscription for premium features
- Add Custom Signature for Messages
- Backup data content design is modified
- Fixed major application launch crash issue
- Fix some minor issue

Note: Must backup data once application updated.

v62.0.0Jul 19, 2020

- feature: add new insurance type & search filter
- feature: add new holder & search filter
- feature: add new company & search filter
- fix: crash issue when NEW user add a policy record
- fix: crash issue when set default notification
- fix: some minor issues & UI fixes

v61.0.0May 20, 2020

- Allowed to set maturity date manually
- Allowed to modify policy number in policy records
- Allowed to modify policy holder name in policy records
- Show number of days over due in policy list
- Fix date of birth format issue
- Fix crash issue when payment mode is not set
- Fix alarm issue when notification is not received
- Fix excel export issue when holder name mismatch
- Holder document feature not supported because of security reason
- Fix white title bar title bar issue for some screens

v60.0.0May 16, 2020

Feature to restore data from backup file if present in download folder

v59.0.0Feb 09, 2020

Filter policy feature available.
Fix crash & minor issues.

v57.0.0Jan 28, 2020

- Option to add new client from selection list
- Option to add new company from selection list
- Import insurance type of your choice in Excel
- Option to connect with us via Face Book or Twitter
- Show Save/Cancel buttons always on action bar
- Disabled setting of Payment & Maturity date
- Due Dates is set only automatically
- Regroup help & support functions like FAQ, contact us, etc.
- Regrouped About App functions like version, policy, etc.

v56.0.0Jan 18, 2020

- Fix Policy List Refresh Issue
- Pull Down list to Refresh Data
- Show Total Policy & Holder Count

Pro Version Features (Released):
- Pro feature: No Advertisement
- Pro feature: Add Unlimited Records
- Pro feature: Excel Import/Export
- Pro feature: Document Upload
- Pro feature: Birthday Calendar
- Pro feature: Advanced Filter Option
- Pro feature: Restore Data from backupfile

Note: Backup data after upgrading to this version

v28.0.0Mar 05, 2017

v28.0.0 210
Features added:
1.Modified New Look for Policy.
2.Mark premium as paid/unpaid.
3.Privacy policy
4.Fix bugs reported by users.
we recommend to update to this latest version to use all features.

v20.1.0Feb 03, 2016

LaunchedOct 20, 2014

Other Information

In-App Products

$1.49 - $6.99 per item