Conseguros

RI-Xpertys, S.A. de C.V.

About this app

Suite of modules integrated into mobile devices for both the ADVISOR and CLIENTS that allow mobility, provide a PLUS in service and attention in a single click at any time.
Dynamic platform depending on the profile of who connects to our central repositories, its robust security and auditing engine gives you peace of mind in the end-to-end exchange of information with your CUSTOMERS. TOTAL security, unique concept for the eASPAYB brand, in addition to the use of SSL certificates. Our platform has different security tokens in communication in the different service layers, thereby providing three additional security perimeters.
As an administrator you will be able to monitor online which users are connected to your node and see in detail what they have done.
Built-in information filtering module, make your sales force only access information about the clients in your portfolio.
Characteristics
• Prospecting.
• Generation of requests to your pool of portfolio managers.
• Notification to your client of the results of quotes with insurance companies.
• Customers.
• Policies.
• Bonds.
• Endorsements.
• Collection.
• Accidents.
• Digitization.
• Alerts.
• Profile.
• Contacting my advisor.
• Locating my client.

Platform without additional costs, provide an account to your CUSTOMER and your SALES FORCE.
Live the eASPAYB experience with our continuous improvements based on the needs of our subscribers. You can send it to [e-mail]