This Koolsite® App allows insurers, brokers and their clients to manage their portfolio providing complete mobility.
• 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:
…Request an account balance to be shown in a PDF document
…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
minor bug fixes
- Koolsite Solucoes Informaticas, Lda
- 61.8 MB
- Requires iOS 6.0 or later. Compatible with iPhone, iPad and iPod touch.
- English, Italian, Portuguese, Spanish
- Age Rating
- You must be at least 17 years old to download this application.
- Unrestricted Web Access
- © Koolsite IT Solutions S.r.l.
Up to six family members will be able to use this app with Family Sharing enabled.