Description
App Information Koolsite Insurance Management
- App NameKoolsite Insurance Management
- Package Namecom.koolsite.insurance.android
- UpdatedJanuary 24, 2017
- File SizeUndefined
- Requires AndroidAndroid 2.2 and up
- Version2.5
- DeveloperKoolsite IT Solutions S.r.l.
- Installs100 - 500
- PriceFree
- CategoryBusiness
- Developer
- Google Play Link
Koolsite IT Solutions S.r.l. Show More...
Koolsite Insurance Management 2.5 APK
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
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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
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