एजेंट कलेक्शन

Field collection agents (such as LIC insurance advisors, postal savings agents, and utility collection workers) travel constantly to meet clients and collect premium installments. Recording collections in paper journals makes reconciliation at the head office a slow, stressful process.

The LitikAI Agent Collection module is the perfect offline-first companion for field agents. It lets you pre-register client list details, record payment collections on-site, and export daily summary reports to Excel or PDF. When you return to the office, you sync your data and hand over reports instantly, cutting reconciliation time in half.