Koolsite IT Solutions S.r.l. Apps

Koolsite Insurance Management allows Insurers,Intermediaries and their Clients to manage their portfolio offeringtotal mobility. It is a free application for Koolsite registeredusers. 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 agiven 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, suchus:   …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 consultingPolicies, Receipts, Records, etc.- Actuarial Calculations- Life Tables-Facebook integration-Organise tasks in a favourites’ list-Historical and direct access to data related to recentconsults

Generali PT – Serviços Online allows GeneraliPortugal’s intermediaries and clients the following functions inyour Smartphone and Tablet:Search clients per code, name, othersShow clients in a map according to the distance with respect to theuserTo consult data associated to the clientInsurance policiesReceiptsClaimsRequest an account statement to be presented in a PDFdocumentView digital DocumentsGeneral consult of insurance policiesGeneral consult of receipts: pending, paid or cancelled in adetermined period of timeTo consult the portfolio summary, both for policies as well asreceiptsTo manage, receive and view notificationsFacebook integrationExport lists to SpreadsheetsOrganise tasks in a favourites’ listHistorical and direct access to data related to recent consultsAvailable languages: English–Italian–Portuguese–Spanish