CONCLUSIVA - BROKER is an application that provides quick, simple, and intuitive access to key client information. It's the exclusive solution that gives brokers peace of mind, having information at their fingertips anytime, anywhere via smartphone.
Client information anytime, anywhere!
Total control and information
- Organize your clients into groups or favorites;
- Consult your client's profile, characteristics, contacts, and addresses.
- Separated by branches, consult your client's business.
Control filters
Search to easily find contracted documents;
Filter for active and inactive documents, in order to maintain a history of client documents; of paid, scheduled, and overdue installments, of ongoing and completed claims; Information on endorsements made; Download of files (Individual and Linked): Files corresponding or not to a policy.

Messages
The brokerage can provide a news feed with illustrative banners and messages to instruct its brokers and publicize its actions.