The app that allows you to have your clients' information anytime, anywhere.
Full Description: Conectseg Insurance Broker is an application that provides your clients' main information quickly, simply, and intuitively. 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;
- Consult your client's profile, their characteristics, contacts, and addresses.
- Separated by branches, consult your client's businesses.
Control filters
Search to facilitate access to 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 firm may provide a news feed with illustrative banners and messages to instruct its brokers and promote its actions.