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Free
About
This app provides sales teams with tools to efficiently track business performance, manage customer contract information, and access essential insurance forms. It offers daily sales reports, policy status updates, and financial tracking for premiums and renewals.
✓Business performance reporting
✓Customer contract management
✓Policy status tracking
✓Premium and renewal monitoring
✓Access to insurance forms
✓Financial consultation forms
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What's New in AD
2.2.0
July 27, 2026
- Cải thiện hiệu năng, nâng cao trải nghiệm.
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FAQ
What kind of financial information can I track with AD-Portal?
AD-Portal allows you to track premiums (IP, FYP, RYP) within the current month, including new policies, renewals, and canceled contracts. It also helps monitor contract retention rates like K2 and K2+.
Does AD-Portal offer any security features for sensitive customer data?
While the description doesn't detail specific security protocols, as a finance-focused application from Dai-ichi Life, it is expected to adhere to industry standards for data protection. Users should ensure their devices are also secured.
What types of insurance forms are available in AD-Portal?
AD-Portal provides access to various forms including insurance contracts, application forms, class registration forms, and financial consulting forms related to agency recruitment, termination, product consultation rights, and personal information changes.
Is AD-Portal available on Android devices?
Based on the supported devices listed (iPhone, iPad, iPod), AD-Portal is currently optimized for iOS. Compatibility with Android devices is not specified in the provided data.
How frequently is AD-Portal updated?
The latest version of AD-Portal is 2.1.7, updated on 2026-06-18. While this indicates a recent update, the frequency of future updates is not explicitly stated but suggests ongoing development.
Can I manage my client's policy status using AD-Portal?
Yes, AD-Portal enables you to actively track the processing status of insurance applications. This includes seeing if policies have been issued, are pending, have lapsed, been canceled, or rejected.
Does AD-Portal have advertisements?
No, AD-Portal does not contain advertisements. The application is free to use without any ad interruptions.
What is the age rating for AD-Portal?
AD-Portal has an age rating of 4+, making it suitable for a wide range of users, including younger individuals who may be involved in family financial planning discussions.
