Description

This Koolsite® App allows insurers, brokers and their clients to manage their portfolio providing complete mobility.

Features:
• Browse clients by code, name, others
• Detailed consult of client record
…Take a picture and store it in the database
…Display an image stored in the database
…Address data and map
…Contact details, including email and telephone numbers
…Data from the database can be used to:
…Make a phone call
…Send an SMS
…Send an email
…Add to the device contact list
• Consult data associated to the client:
…Insurance policies
…Receipts
…Claims
…Request an account balance to be shown in a PDF document
…Digital documents
…General consult of insurance policies
…General consult of receipts: pending, issued or cancelled in a given period of time
…Consult a portfolio summary, both for policies and receipts
• Notifications: receive and view
... Automatic login, list of Domains/Users
...New entry menu with all options available in a single window

Available Languages: English-Spanish-Italian-Portuguese

What’s New

Version 1.1.1

minor bug fixes

Information

Seller
Koolsite Solucoes Informaticas, Lda
Size
61.8 MB
Category
Business
Compatibility
Requires iOS 6.0 or later. Compatible with iPhone, iPad and iPod touch.
Languages
English, Italian, Portuguese, Spanish
Age Rating
You must be at least 17 years old to download this application.
Unrestricted Web Access
Copyright
© Koolsite IT Solutions S.r.l.
Price
Free

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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