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