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