5K+
Downloads
Content rating
Everyone
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About this app

Your broker anywhere.

The WebSics is the evolution of the largest and best manager to market insurance brokers, a modern working solution, secure, bold and easy to handle, all this via web and in the palm of your hand.

Be part of the future!

Mobile application WebSics WebSics free for customers.

News Version 3.0

1) New layout much more interactive and fully refurbished; Now you can meet all the needs of their immediate customers anytime and anywhere.

2) Improved application performance.

3) New Screen Opening: Central information. You can now consult their birthdays, appointments and files automation load.

4) New research model of Customer and Insurance: Make your customers search for CPF, CNPJ or board.

5) Facilitator calculation: an innovative and powerful cross-selling tool designed for prospecting and generating new business. With just a few buttons you can create a customized quote and send it by email to your customer, using the information extracted from your registration in the system. Without loss of time and it is automatically made the frame of the most suitable products to the customer's profile, increasing the possibility of making new business.

6) Insertion of integrated Datebook calculation with the Facilitator.

7) Provision of consulting fees received daily.

8) Robot Activity Report: A new view of daily activities performed by the automatic loading robot, such as date, time and results of searches of files on insurers.

9) File Upload: You can view the proposals, commissions and claims, daily loaded automatically, without the need for manual intervention.

10) Financial System: Use the Financial System application to manage and track the payments of the day, pending and win. See the Cash book and will be remembered (a) by e-mail whenever a payment is due.

11) Claims: You can now consult all claims are automatically loaded into the system through the daily loads of Insurance Companies that provide this type of information. Forms of research: Today / Last Week / Final Fifteen Days and Last Months.

12) Supervisors: was implemented the tool with information from agents. With it, you can search for agents by name, as well as view the safe for him raised in the period when you want.

13) Reports: Availability of policies reports by due date and Birthdays.

14) Graphics: Provision of Production graphs by value and Production Percentage distributed by the Insurer.

15) Useful Numbers: It's a phonebook that enables the registration of phones of all insurers and useful phone numbers in general.

16) Now you can locate through Google Maps, the address of its customers. To use this tool, simply identify the desired customer, click the customer's name, then your address and then press the location icon that appears next to the address.

17) PDF: It became possible to read the PDFs from the application, as well as any image attached to the customer master record or your insurance. Some PDFs are automatically appended to insurance (when available by insurers) but may also be linked manually.
Updated on
25 Mar 2024

Data safety

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
Learn more about how developers declare sharing
This app may collect these data types
Location, Personal info and Device or other IDs
Data is encrypted in transit
Data can’t be deleted

What's new

Fizemos uma atualização tecnológica e pequenas melhorias no cadastro de aniversariantes.