FW Makler
1K+
Downloads
Everyone
info
About this app
The FW brokers APP is on at Finance & Insurance stored customer data an application to access and documents. So you can at any time and go to access the private contract data to insurance, investments, financing and home loan contracts and view a document to available.
The app always shows the current data, there is direct access to the database Finass Agents, if the mobile device is online. An offline use is possible because the data is cached on the mobile device.
Changes and additions are to be registered directly online in the database of the agent.
Benefits for the broker:
- Access to the to-do list
- Access to the call list in the office (!)
- Selection / invocation of a master data record on Name Search
- Local save (on mobile) of up to 10 clients to go offline to access (documents and modify data but only online)
- Access to all data and documents for clients (except commission data)
- Select the phone numbers displayed on the smartphone, SMS to mobile phones and / or new mail to mail address of the APP
- Editing and creation of new data and documents. The latter also photograph the documents.
- Saving the detection work if the customer himself modifies data or supplemented, in particular "new car" or "damage report"
Benefits for the broker customers:
- Access to all data (optional with the right to change them) and to all the agents, the customers declassified documents
- Offline store their own data on the smartphone (documents and modify data but only online)
- Send mail to consultants, advisors and call Show route to consultants leave (Google Maps)
- Accessing the Internet Agents
- New Car When buying new / vehicle change report (without having to select K-contract) including uploading photographed vehicle documents and / or photos..
- Report of damage, even if the customer (still) do not know whether, and if so, could be the damage to which contract insured including uploading photographed claim documents and / or photos..
The app always shows the current data, there is direct access to the database Finass Agents, if the mobile device is online. An offline use is possible because the data is cached on the mobile device.
Changes and additions are to be registered directly online in the database of the agent.
Benefits for the broker:
- Access to the to-do list
- Access to the call list in the office (!)
- Selection / invocation of a master data record on Name Search
- Local save (on mobile) of up to 10 clients to go offline to access (documents and modify data but only online)
- Access to all data and documents for clients (except commission data)
- Select the phone numbers displayed on the smartphone, SMS to mobile phones and / or new mail to mail address of the APP
- Editing and creation of new data and documents. The latter also photograph the documents.
- Saving the detection work if the customer himself modifies data or supplemented, in particular "new car" or "damage report"
Benefits for the broker customers:
- Access to all data (optional with the right to change them) and to all the agents, the customers declassified documents
- Offline store their own data on the smartphone (documents and modify data but only online)
- Send mail to consultants, advisors and call Show route to consultants leave (Google Maps)
- Accessing the Internet Agents
- New Car When buying new / vehicle change report (without having to select K-contract) including uploading photographed vehicle documents and / or photos..
- Report of damage, even if the customer (still) do not know whether, and if so, could be the damage to which contract insured including uploading photographed claim documents and / or photos..
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
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No data collected
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What's new
Die neueste Version umfasst Fehlerbehebungen und verbesserte Performance.
App support
About the developer
FINASS GmbH & Co. KG
pd@finass.de
Auf Weisburg 36
35789 Weilmünster
Germany
+49 171 9374304
