4.6star
43 reviews
5K+
Downloads
Everyone
info
About this app
Your broker anywhere.
The WebSics is the evolution of bigger and better manager to market insurance brokers, a modern working solution, secure, bold and easy to handle, all via web and in the palm of your hand.
Be part of the future!
Application WebSics Mobile free for WebSics customers.
News version 3.0
1) New layout much more interactive and fully refurbished; Now you can meet all the needs of its 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 the search for their customers by 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 automatically is done the classification of products best suited to the customer's profile, increasing the possibility of making new business.
6) Inclusion of integrated Datebook with the Facilitator calculation.
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 is remembered (a) by e-mail every time a payment is due.
11) Claims: Now you can browse 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: it has implemented the tool with information from agents. With it, you can search for agents by name, as well as view them safe for him raised in the period when you want.
13) reports: Provision of policies reports by due date and Birthdays.
14) Graphics: Provision of Production charts 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 attached to insurance (when available by insurers), but can also be linked manually.
The WebSics is the evolution of bigger and better manager to market insurance brokers, a modern working solution, secure, bold and easy to handle, all via web and in the palm of your hand.
Be part of the future!
Application WebSics Mobile free for WebSics customers.
News version 3.0
1) New layout much more interactive and fully refurbished; Now you can meet all the needs of its 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 the search for their customers by 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 automatically is done the classification of products best suited to the customer's profile, increasing the possibility of making new business.
6) Inclusion of integrated Datebook with the Facilitator calculation.
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 is remembered (a) by e-mail every time a payment is due.
11) Claims: Now you can browse 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: it has implemented the tool with information from agents. With it, you can search for agents by name, as well as view them safe for him raised in the period when you want.
13) reports: Provision of policies reports by due date and Birthdays.
14) Graphics: Provision of Production charts 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 attached to insurance (when available by insurers), but can also be linked manually.
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
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
Ratings and reviews
4.6
43 reviews
What's new
Fizemos uma atualização tecnológica e pequenas melhorias no cadastro de aniversariantes.