Keep close tabs on your customers with CRM tailored for insurance agents. Manage your customers according to their policies info and drive sales more efficiently.
Create proposals, policies, renewals, endorsements and renewal notifications in just a few clicks. View your policies reports and define your strategy.
Manage life and non-life policies. Select insurance types, as well as type of insured object, enter coverage and products per insurance company and customize to suit your needs.
Upload files and documents connected to customers, policies or proposals. Manage everything from your mobile phone, tablet or pc.
Make your life even easier with the built-in task manager. Assign tasks to yourself or other users connected to your account.
Never miss an appointment! Set date and time, find the address using the map and get there with time to spare.