App provides unique work environment for the insurance agents. Insurance agents have to manage quite large amount of information regarding their customers: their personal data, insurance types etc. This application is designed to make easier the everyday routine and optimize the workflow. Application is available for iOS devices.
It was designed to become a supportive tool for insurance agents, that contains the most needed features for managing customers, planning activities, gathering statistics in one work space.
Application developed by GRT allows insurance agents to manage and organize work with their customers most effectively and make it less time-consuming. Next features have been included:
– registration as insurance agent;
– list of customers, that can be expanded into the individual customer’s profile that displays personal data (phone number, address, email, etc), detailed information regarding their insurances;
– calendar and integrated daybook, where agents can plan their activities regarding the customers;
– ability to send the customer the email or to call them directly from the app, with the possibility to leave a comment or reminder immediately after the call, despite was it successful or not;
– map, that displays the location of customers;
– complex statistics for agents.