Client Manager allows you to store any and all information about your client directly on your phone, giving you free access to all of it at the push of a button. In addition, Client Manager will remind you when a policy is nearing its expiration, and offer tools to put you in contact with your clients, in any way you prefer. With step-by-step driving directions, direct phone calls, or email access, you can be talking to your client in seconds.
Client Manager's features include:
-Comprehensive listing of client data, including phone number, physical address, policy number, and policy expiration date
-Reminders whenever a policy is nearing expiration
-Step-by-step navigation from wherever you are to your client's front door
-Direct communication tools to your client, via phone or email
Last updated on Jul 30, 2016
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