Agent360
10+
Downloads
Everyone
info
About this app
Agent360 is the ART app that will keep your insurance business with you wherever you go.
This app is a specialized mobile CRM for insurance and retirement plan agents, designed as a comprehensive solution to manage your entire operation in one place: prospecting, quoting, sales, policy administration, and after-sales service.
š Key Features
Contact Management: View your list of clients and prospects with all their information (phone number, email, history, etc.).
Contact Registration: Register new prospects quickly and easily from the app.
Policy Management: Access all your policies organized by status (current, cancellations, renewals).
Policy Details: View complete information on each contract for professional follow-up.
Integrated Quotes: Generate immediate proposals and share them with your clients.
After-Sales Services: Offer personalized attention and improve your policyholders' experience.
š Benefits for you
ā Your entire business in the palm of your hand.
ā Save time and increase your productivity.
ā Keep organized control of your clients and policies.
ā Make more sales with a professional tool.
With this app, you'll have the best digital ally to grow your portfolio, improve your service, and achieve your goals as an insurance agent.
This app is a specialized mobile CRM for insurance and retirement plan agents, designed as a comprehensive solution to manage your entire operation in one place: prospecting, quoting, sales, policy administration, and after-sales service.
š Key Features
Contact Management: View your list of clients and prospects with all their information (phone number, email, history, etc.).
Contact Registration: Register new prospects quickly and easily from the app.
Policy Management: Access all your policies organized by status (current, cancellations, renewals).
Policy Details: View complete information on each contract for professional follow-up.
Integrated Quotes: Generate immediate proposals and share them with your clients.
After-Sales Services: Offer personalized attention and improve your policyholders' experience.
š Benefits for you
ā Your entire business in the palm of your hand.
ā Save time and increase your productivity.
ā Keep organized control of your clients and policies.
ā Make more sales with a professional tool.
With this app, you'll have the best digital ally to grow your portfolio, improve your service, and achieve your goals as an insurance agent.
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
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No data collected
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Whatās new
Ā”Actualizamos nuestra app! Mejoras de estabilidad y correcciĆ³n de errores.
App support
phone
Phone number
+525522024631
About the developer
Art, Agente de Seguros y de Fianzas, S.A. de C.V.
artagenteseguros@gmail.com
Av. RevoluciĆ³n No. 1181 Piso 2
Merced GĆ³mez, Benito JuĆ”rez
Benito JuƔrez
03930 MĆ©xico, CDMX
Mexico
+52 55 5407 7884