Koolsite Insurance Anywhere 3.7
Free Version
Publisher Description
Koolsite Insurance Anywhere - Koolsite Insurance Anywhere allows to manage policies portfolio.
Koolsite Insurance Anywhere allows Insurers, Intermediaries and their Clients to manage their portfolio offering total mobility. It is a free application for Koolsite registered users. It is also available for Smartphones, Tablets, Macs and PCs.
Features:
• Browse clients by code, name, others
• Detailed consult of client record
…Take a picture and store it in the database
…Display an image stored in the database
…Address data and map
…Contact details, including email and telephone numbers
…Data from the database can be used to:
…Make a phone call
…Send an SMS
…Send an email
…Add to the device contact list
• Consult data associated to the client:
…Insurance policies
…Receipts
…Claims
…Request an account balance to be shown in a PDF document
…Digital documents
…General consult of insurance policies
…General consult of receipts: pending, issued or cancelled in a given period of time
…Consult a portfolio summary, both for policies and receipts:
…Eligible data to group or filter:
…Broker
…Insurer
…Product
…Branch
…Agent
…Promoter
…Collector
…New Production or renewal
…Dynamic indication of data for grouping and order
…Dynamic indication of data to filter
…Graph result presentation with Drill Down functionality, such us:
…Pie
…Bars
…Lines
…Select from:
…Premium
…Commissions
…Quantities
• Create new client record:
…Manual introduction
…From the device contact list
- Manage, receive and view notifications
- Automatic login, list of Domain/Users
- General Search that facilitates and speeds up consulting Policies, Receipts, Records, etc.
- Actuarial Calculations
- Life Tables
-Facebook integration
-Organise tasks in a favourites’ list
-Historical and direct access to data related to recent consults
About Koolsite Insurance Anywhere
Koolsite Insurance Anywhere is a free app for Android published in the Office Suites & Tools list of apps, part of Business.
The company that develops Koolsite Insurance Anywhere is Koolsite IT Solutions S.r.l.. The latest version released by its developer is 3.7.
To install Koolsite Insurance Anywhere on your Android device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2023-10-16 and was downloaded 13 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the Koolsite Insurance Anywhere as malware as malware if the download link to com.koolsite.insurance.android is broken.
How to install Koolsite Insurance Anywhere on your Android device:
- Click on the Continue To App button on our website. This will redirect you to Google Play.
- Once the Koolsite Insurance Anywhere is shown in the Google Play listing of your Android device, you can start its download and installation. Tap on the Install button located below the search bar and to the right of the app icon.
- A pop-up window with the permissions required by Koolsite Insurance Anywhere will be shown. Click on Accept to continue the process.
- Koolsite Insurance Anywhere will be downloaded onto your device, displaying a progress. Once the download completes, the installation will start and you'll get a notification after the installation is finished.
