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BMs App

This document provides an overview of the features and functionality available in the Branch Managers' App called Pratidhi. Key features include daily BOC status, new business data by channel, agent and product performance details, resource management metrics, and greetings. The app aims to provide branch managers essential business intelligence and management insights through a mobile interface.

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Mohit Kumar
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835 views25 pages

BMs App

This document provides an overview of the features and functionality available in the Branch Managers' App called Pratidhi. Key features include daily BOC status, new business data by channel, agent and product performance details, resource management metrics, and greetings. The app aims to provide branch managers essential business intelligence and management insights through a mobile interface.

Uploaded by

Mohit Kumar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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BMs App

Pratidhi (प्रतिधि)
In Sanskrit, Pratidhi means- Hope

Inauguration By
Shri M. R. Kumar
Chairperson
Home Screen

Home Screen of Branch Managers’ App

Name proposed- Pratidhi (प्रतिधि)


In Sanskrit, Pratidhi means- Hope
Available MIS

Features of BMs App

✓ Top Performers
✓ Daily BOC
✓ Plan wise Performance
✓ NB for the day, month, up to the day
✓ Prospective MDRT
✓ Channel wise NB
✓ Ananda
✓ Activisation
✓ NUA
✓ Inactive Resources
✓ Persistency
✓ Resource Building
✓ Claims
✓ MAB
✓ NAV ULIP Policies
✓ E-MHR
BOC Status

BOC status on numbers and


deposit amount for
different channels
Channel wise NB

Channel wise NB data


available for Regular
Agents, BAC, CLIA on the
basis of NOP and FPI
NB For the Day

NB for the Day data available


for Regular, CLIA, BAC
Channels for NOP and FPI
NB up to Day

NB up to the day data is


available on Growth,
Volume and A2B
NB for the Month

NB for the month data


available on Growth,
Volume and A2B
Activisation

Activisation data available


for DOs, CLIAs, Agents for
the day and month
Inactive Resources

Inactive resources count for


Agents, CLIA, Development Officer
for the day and month
Resource Building

Resource Building data


available for Recruitment,
Reinstatement and termination
for the month and for the year
MAB

MAB data is available for all


calendar months in current FY
MAB for the Month

MAB data for the month is


available for FYRP, FYP, No. of lives
e-MHR

E-MHR links available for


ANANDA and Digital Marketing
Top Performers

Top 10 Performers of the


branch on NOP and FPI
Data is available for DOs,
CLIAs and Agents
Plan wise Performance

Plan wise performance data like


NOP, NSP, SP, TFP and Agents of
branch for all the plans
Prospective

I. Prospective list for MDRT on FPI


and Commission.

II. Prospective Centurion


MDRT Prospectives

MDRT Prospective on the basis


of FP/Commission list is shown
ANANDA

ANANDA Data available for up to


the date and for the day on NOP,
FPI and Active agents
NUA

Status of New Underwriting


Application can be tracked
by giving Proposal No. or
Rating sheet No.
Persistency Data

Persistency Data on Policies


and Premium for 13th/
25th/37th/49th/61st months
NAV

NAV chart for the ULIP policies


Greetings Screen

Greetings available to share


with the clients for
different occasions

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