If you are an Insurance broker you will certainly need to get an insurance productivity app to help you manage and save time. Looking at the competitive market, all you need is those bread-crumb time to campaign and win more customers. This Insurance Agent ON GO Mobile App is one of the best tool to help you succeed in your business. The Insurance Agent ON GO Mobile App has so many cool client, quote, policy, claim and event management features to save time for extremely busy insurance agents. Insurance Agent ON GO works pinerfectly fine on the two most popular smartphone OS. Above all, Insurance Agent ON GO mobile app doesn't require internet.
See also: HDFC Life Insurance App
Useful for Insurance Agents for customer sales and service needs of different types such as auto, home, property, life, health etc. Efficient, quick and easy information at your fingertips available to you on the go no matter where you are. Impress your customer and earn their satisfaction by serving them 24X7. Use this app to gain advantage in the fiercely competitive market place. Stop the tedious typing and embrace simple TAPPING by using templates designed by you for your business or agency.
Features of Insurance Agent ON GO App
- Add, update, delete, search clients, events, policy, quote and claim data.
- Securely Export or transfer Client files by connecting device to your PC.
- Color Themes available for skin or background and buttons.
- View History.
- Create your own UNLIMITED number of custom templates for commonly used scenarios.
- Support for photo, audio, video, file or document attachments for client, project, sales/order/contract and event records.
- Goodbye calculators as app will compute account balance using old balance and amount paid / due.
- Schedule events or appointments and view them by day, week, month or year. Remind clients via SMS, email or phone call with just ONE tap. App even pre-fills the message for you that you can customize as you please. Supports Google calendar sync.
- Use dictations.
- Export-Import to share data with existing practice applications by uploading and downloading CSV files. Its perfect for bulk or mass data upload to/from your existing system.
- For peace of mind, Backup your data so you can store it safely or transfer it to the other mobile device or PC.
- Print or Save HTML or Text formatted data from the app to email or to SD Card so you can Print it or Transfer to your PC or other tablets or other apps.
- Restore your database from the previous backup.
- Bills/Collection and Balance Due Report - Allows you in just ONE tap to text, call or email your clients who have balance due.
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Insurance Agent ON GO Support Email
Contact via email@example.com for any assistance about this Insurance agent app.
Download Insurance Agent ON GO Mobile App
- Click here to download Insurance Agent ON GO Mobile App for Android devices
- Click here to download Insurance Agent ON GO Mobile App for iPhone and iPad