Digisheet: Insurance Datasheet

1K+
Downloads
Content rating
Everyone
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About this app

App helps the Insurance Advisors to save client data digitally.

Green Future : With each digisheet you save one paper.

You can use the Digisheet feature to save client information paperlessly to use and share it anytime.

Create: While sitting in front of prospective customers create Digisheet of information given by them without any disturbance.

Save: You can save information of your all clients on app without any limits.

Share: Do you want to share the details of a specific customer just open and share it in pdf format and you can edit information before sharing it.

Customer Date PDF: All customer data can be opted in simple pdf which further can be shared across all platforms.

IMPORT / EXPORT: Easily export your local data on storage. Keep it as a backup of import on same or another device as required.

Very soon we will update app with
1. Customer Survey Form
2. Data Collection Form
3. Recruitment Form
4. Fact Finding Form
5. Insurance Planner Form, and many more
Updated on
Mar 13, 2023

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
Personal info
Data is encrypted in transit
Data can’t be deleted

What’s new

Database Import/Export Activated.
New options under Occupation
Minor PDF issue resolved