Track, Manage And Organize Your
Data as an Insurance Agent
Run your business smoothly as an Insurance agent smoothly with Lio and manage A to Z of your work in the most convenient way.
Track, Manage and Organize your Data
as an Insurance Agent.
Run your business smoothly as an Insurance agent smoothly with Lio and manage A to Z of your work in the most convenient way.
Trusted by 4 millions+ users worldwide
Lio is Designed for Anyone & Everyone who is an Insurance Agent
You can store all kinds of data at one place while managing inventory and making appointments all at one place.
An end-to-end application for all business needs.
Lead Management
Generate and manage all the leads for upcoming tasks with all details.
Task Management
Assign all tasks to the employees and send them notifications and reminders.
Employee Database
Store all kinds of information regarding your employees and update them as and when you require.
Attendance Tracker
Track the attendance of each employee easily on the app for all without any hassle.
Client Database
Keep all records and data of your clients at one place without the fear of losing it.
Payment Reminder
Easy maintaining and tracking of payments as well as timely sending reminder about it to the clients for a smooth process.
Lead Management
Generate and manage all the leads for upcoming tasks with all details.
Task Tracker
Assign all tasks to the employees and send them notifications and reminders.
Employee Database
Store all kinds of information regarding your employees and update them as and when you require.
Attendance Tracker
Track the attendance of each employee easily on the app for all without any hassle.
Client Database
Keep all records and data of your clients at one place without the fear of losing it.
Payment Reminder
Easy maintaining and tracking of payments as well as timely sending reminder about it to the clients for a smooth process.
Start your Journey with Lio
Powerful app that let you manage all your data at one place.
Start your Journey with Lio
Powerful app that let you manage all your data at one place.
Get the powerful features in your journey
Here’s more about the app and its benefits in Insurance Agent domain.
Whatsapp Automation
Automate messages to mobile numbers with conditions.
Share and Collaborate
Stay connected with your team and share data with them.
Add media files in Cell
Upload unlimited images, audio files in table cell.
Linking between files
Elminate chances of cloning data with linking feature.
Powerful Dashboards
Create unlimited dashboards to track important metrics.
Ready to use Templates
Browse templates gallery and use it with single click.
Farid Haque, Rampur.
Aarti Gupta, Udaipur.
ShivaRama Krishnan, Chennai.
Download app to Organise & Manage your data as an Insurance Agent
One app for all your data and help you grow your business
4m+ Users
10 Languages
4.7/5 App Rating
Got more questions?
Let s find out in the live demo. The 30 minutes demo will provide answers for all your questions.
Starting a different types of business?
Learn how Lio can help you start, run, and grow your business – no matter what you sell.
Learn how Lio can help you start, run, and grow your business – no matter what you sell.
