Insurebox is an all in one Insurance Agency Management solution which will help you manage your insurance agency business effectively and with more efficiency and help improve your business.
Features include
Policy Stats - Upload insurance policies by Drag and drop or Batch upload. View renewal data and send quotation with just a tap. Send new or renewed policies instantly.
Client Management - Manage clients in a better and simplified way. Retreive policies or any client relevant data instantly.
File Management -Send Insurance related documents like brochure,wording claim forms and any other relavant documents with just a tap.
Create & Assign Task - Create and assign task to your team
Endorsement - Create endorsement and send directly to insurance companies executives and track the status.
Quotations - Add quotes and send instantly from the app and track the status of quotation & conversions.
Reports - Generate Business & Revenue reports instantly.
More exciting features will be added shortly