PassportCard Brokers (IL)

PASSPORTCARD ISRAEL GENERAL INSURANCE AGENCY

About this app

Passportcard's agent app is the perfect tool for managing and improving your business activity. Here you will find all the necessary capabilities and functions to make managing and serving your customers a simple and efficient task.

With our agent app, you can perform important actions such as:

• Lead management: generate leads, view, manage and track them in an efficient and focused way.
• Policy management: Edit, track and manage your customers' insurance policies easily and conveniently.
• Claims management: Follow up on customer claims and manage the associated processes efficiently.
• Policyholder management: Manage your customers' details and their insurance plans in an efficient and targeted manner.
• Marketing tools: use advanced tools for marketing and increasing sales, including creating marketing materials and performing marketing actions directly from the application.
• Additional important actions: linking a card, creating a policy and receiving regular news and updates.

With the PassportCard agent app, you can be prepared for all the challenges in the world of travel insurance and manage your business more professionally and efficiently than ever.

What’s new

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