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Koolsite Insurance Anywhere

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

Free

Store review

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

Size

59.0 MB

Last update

July 5, 2020

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