CHS Corretor is an application that quickly, simply, and intuitively provides key client information. It's the exclusive solution that gives brokers peace of mind by having information at their fingertips anytime, anywhere via smartphone.
Client information anytime, anywhere!
Total control and information
- Organize your clients into groups or favorites;
- View your client's profile, characteristics, contact details, and addresses.
- View your client's business by line of business.
Control filters
Search to facilitate contracted documents;
Filter active and inactive documents to maintain a history of client documents; paid, scheduled, and past-due installments; ongoing and completed claims; information on endorsements made; File Downloads (Individual and Linked): Files corresponding to a policy or not.
Messages
The brokerage may provide a news feed with illustrative banners and messages to instruct your broker and publicize its actions.