Asystent Agenta

Alwis

About this app

CRM on your phone – everything you need to work faster and more effectively.
Manage clients, policies, and tasks from anywhere. The Assistant app is your office in your pocket – it reminds you of expiring policies, helps you schedule meetings, creates and organizes APKs, and facilitates contact with clients.
Work in a modern way, save time, and build relationships that translate into results.

KEY FEATURES
🔹 Everything in one place
Customer database, policies, notes, and tasks – always at hand, always up-to-date.

🔹 Intelligent support for general insurance policy analysis
Artificial intelligence searches and organizes key records in documents, helps resolve problems, and analyzes documents based on your questions.

🔹 Intuitive reminders
The system automatically monitors the deadlines for expiring policies, meetings, and tasks.

🔹 A calendar that thinks for you
Integration with Google and Apple Calendar – no task will escape your grasp.

🔹 Full control over APKs
Ability to create APKs in three formats: chat, form, and voice. Organized, linked to clients and policies, always ready for review and compliant with requirements.

🔹 Policies from all TUs in one place
Forget multiple systems – CRM integrates data from different insurance companies so you have everything in one view.

🔹 Automatic notifications and emails
Reminders, messages, templates – CRM takes care of communication, you focus on sales.

🔹 Mobile customer service
Help your customers manage their insurance. The system allows you to generate a link to the customer app, where they can not only store information about their policies, but also create a preliminary APK, receive assistance in the event of a claim, or purchase a policy.

This comprehensive tool was created for insurance agents who value order, efficiency, and modern solutions. Thanks to integrated CRM features, an AI Assistant, and automatic notifications, the system simplifies daily work organization, reminds about deadlines, and supports customer service at every stage of the relationship.

It allows you to work faster, more efficiently, and more conveniently – so you can focus on what matters most: building relationships and growing sales.

What’s new

Wprowadzono obsługę importu polis oraz usprawnienia działanie aplikacji.