Suite of modules integrated into mobile devices for both the ADVISOR and CLIENTS that allow mobility, give a PLUS in service and attention in a single click at any time. Manage your insurance portfolio:
• Prospecting.
• Generation of requests to its pool of portfolio managers.
• Notification to your client of the result of quotes
• Customers.
• Policies.
• Bonds.
• Endorsements.
• Collection.
• Claims.
• Digitization.
• Alerts.
• Profile.
• Contacting my advisor.
• Locating my client.