Streebo’s enterprise ready application enablesinsurance agents to engage with customers and prospects throughsmartphones, tablets, desktops, and more digital channels. Withaccess to essential policy, customer and claim information, agentscan serve their customers faster and better.
Streebo’s Insurance Advisor App contains three modules:

1) Lead Management 2) Customer Management and 3) Productivityand Agent Enablement
Features:
Lead management and Activity dashboard
o Track and monitor leads and existing customer policies
o Manage customer appointments and events
o Send, receive and view progress reports and statistics
o E-mail or phone directly from the app and capture eventdetails
o View charts that visualize key performance metrics
o Access news and regulation details from internal and externalsources
Customer management and Quote generation
o Track and monitor opportunities and customer policies
o Enroll customers in bulk
o View and edit lead and customer details as well as claimshistory
o Generate quotes in Word and pdf formats to share with thecustomer
o Save and retrieve a quick quote request, whether partially filledor submitted
o Schedule meetings with customers
Productivity and Agent enablement
o Access training materials for customers and self
o Receive and review inbound messages through the App inbox
o Leverage calendar reminders and follow-ups to addefficiency
o Keep check on the performance via performance tracker
o AgentChat™ application to facilitate query resolution andinteraction
o Search policy details by user defined search criteria
o See the sales pipeline
o Add new opportunity and update existing opportunities
o Push personalized offers and sophisticated campaigns withmessages. This leads to higher conversions as compared to othermediums.

Streebo’s Insurance applications are built using a best of thebreed, highly scalable and secure Mobile Application DevelopmentPlatform.