CRM Ukuvi
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About this app
Platform for the marketing of Insurance and Retirement Plans. Prospecting, Quotes, Sales, Policy Administration, After-sales Services. The comprehensive solution for insurance agents.
1. Consult your contact list and the contact details (that is, the registered contact details, phone number, email, etc.)
2. Create contacts from the app
3. Consult your list of policies, segmented by their statuses (all, cancellations, renewals) and the detailed information of each policy.
4. "Upload" policy data to the policy manager from the cover page PDF. This functionality uses AI. It is only enabled for Auto and Major Medical Expenses policies.
5.- Car insurance quote
1. Consult your contact list and the contact details (that is, the registered contact details, phone number, email, etc.)
2. Create contacts from the app
3. Consult your list of policies, segmented by their statuses (all, cancellations, renewals) and the detailed information of each policy.
4. "Upload" policy data to the policy manager from the cover page PDF. This functionality uses AI. It is only enabled for Auto and Major Medical Expenses policies.
5.- Car insurance quote
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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
¡Actualizamos nuestra app! Permite enviar mensajes de WhatsApp directamente, y poder cambiar entre Grupos de ventas.
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About the developer
Ukuvi SAPI de CV
franz@ukuvi.com
Boulevard de las Ciencias #3015 interior 301A
Juriquilla Santa Fe
76230 Querétaro, Qro.
Mexico
+52 442 446 9587