J Business Partner
10+
Downloads
Everyone
info
About this app
J Business Partner CRM is a smart, secure companion for insurance agents. Capture qualified suspects, manage client birthdays and touchpoints, view policy details at a glance, generate polished sales proposals, and monitor your agency ranking.
Key Features:
*Pipeline & Contacts: organize qualified suspects and clients with notes, stages, and tasks
*Birthday & Follow-Ups: timely reminders for meaningful client touchpoints
*Policies: quick access to client policy info and coverage status
*Sales Proposals: generate professional proposals in minutes
*Agency Ranking: track your performance within the team
Key Features:
*Pipeline & Contacts: organize qualified suspects and clients with notes, stages, and tasks
*Birthday & Follow-Ups: timely reminders for meaningful client touchpoints
*Policies: quick access to client policy info and coverage status
*Sales Proposals: generate professional proposals in minutes
*Agency Ranking: track your performance within the team
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
Personal info, Messages and 5 others
Data is encrypted in transit
What’s new
Bug fixes, new app features and performance improvements.
App support
phone
Phone number
+60105501712
About the developer
RAINTY SQUARE IT SOLUTIONS
support@raintysquare.com
No. 1 Lorong 4 Jalan Lintang 1
98000 Miri
Malaysia
+60 10-550 1712
