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Koolsite Insurance Anywhere
Koolsite Insurance Anywhere
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 windowAvailable Languages: English-Spanish-Italian-Portuguese
Features