CRM To Manage Customer Records. NO Need of Internet, Data Plan, Mobile network.
This is the productivity APP in the MARKET having so many cool client, policy, quote, claim and event management features to save time for extremely busy insurance professionals. Works perfectly fine on both android tablets and mobile smart phones. NO Internet, NO Data Plan, NO Mobile network needed for using the app.
Email [email protected] for questions!
Useful for Insurance Agents for customer sales and service needs of different types such as auto, home, property, life, health etc. Efficient, quick and easy information at your fingertips available to you on the go no matter where you are. Impress your customer and earn their satisfaction by serving them 24X7. Use this app to gain advantage in the fiercely competitive market place. Stop the tedious typing and embrace simple TAPPING by using templates designed by you for your business or agency.
FEATURES
- Add, update, delete, search clients, events, policy, quote and claim data.
- Color Themes available for skin or background and buttons.
- Securely Export or transfer Client files by connecting device to your PC.
- Create your own UNLIMITED number of custom templates for commonly used scenarios.
- View History.
- Support for photo, audio, video, file or document attachments for client, project, sales/order/contract and event records.
- Goodbye calculators as app will compute account balance using old balance and amount paid / due.
- Use dictations.
- Export-Import to share data with existing practice applications by uploading and downloading CSV files. Its perfect for bulk or mass data upload to/from your existing system.
- Schedule events or appointments and view them by day, week, month or year. Remind clients via SMS, email or phone call with just ONE tap. App even pre-fills the message for you that you
can customize as you please. Supports Google calendar sync.
- For peace of mind, Backup your data so you can store it safely or transfer it to the other mobile device or PC.
- Restore your database from the previous backup.
- Print or Save HTML or Text formatted data from the app to email or to SD Card so you can Print it or Transfer to your PC or other tablets or other apps.
- Bills/Collection and Balance Due Report - Allows you in just ONE tap to text, call or email your clients who have balance due.
- Detailed HELP
- Contact Us - We value your opinion and seek your advice for implementing future features. Email us especially before leaving negative feedback. Thanks!
- FREE for LIMITED TIME / TRIAL.
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