ebroker mobile allows insurance brokers who have the ebroker business management system (comprehensive solution for insurance distribution) to access relevant information about their business from any device.
Download the app and access your business from your mobile. You will carry your business in your pocket!
Access ebroker mobile with the same ebroker access credentials or through biometric access.
Among others, you can perform the following actions:
- Dashboards: Access relevant information on clients, policies, projects, claims, premiums and commissions through dashboards.
- Interrelated modules: Manage your candidates, clients, policies, receipts, claims, campaigns and opportunities, with detailed access and the possibility of editing certain fields from the application itself.
- Task agenda: Manage the agenda, with access to the details of your tasks and being able to create new ones and even assign them to other users.
- Assistance telephone numbers: Access the assistance telephone numbers of the different insurance companies.
- Share information: Share with your clients, through the tools that your device has available (email, WhatsApp...) documentation related to policies, assistance telephone numbers...
- Interact with your clients: Contact your clients directly via call, WhatsApp or email.
- ebroker contact: Contact ebroker's Customer Service directly from the app.