BLISS Agent Connect

  • BLISS Agent Connect
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BLISS Agent Connect is one stop solution for Life Insurance Development Officer (DO) and CLIA Agents with its number of unique reports and feature, managing agency data was never been easier than this.

Highlights of BLISS Agent Connect:

 => Option to download Agency Data and Agent’s Birthday online with DO/CLIA portal.

 => Agent's Business Performance Analysis Financial Year Wise.

 => Agent Ranking with all required filters.

 => Agency Expiry List with options to Add, Edit & Delete agent details.

 => All due reports including Premium Due, Outstanding, Lapsed etc lists with filters & sorting options.

 => Agents Birthday and Anniversary List.

 => A variety of sharing options like WhatsApp, Hangout, Facebook, Email, SMS etc for due reminders and wishes.

 => Options to update data from BMA Pro & DO/CLIA Advisor.

...and many more exciting features.


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