Unified App for the Insurance Field Executives to manage tasks and activities such as payment collection, delivery of Insurance policies etc.
Features:
1. In-app activity details, navigation & call feature
2. Record customer visits, and add notes and document files with ease.
3. Accept payments & update details
4. Log calls and create follow-up activities.
5. View discounts, coupons and insurance policy documents
If you have any questions, please write to
[email protected]