Client Manager

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