Koolsite Insurance Anywhere 17+

Koolsite IT Solutions, S.r.l.

Designed for iPad

    • Free

Description

This Koolsite® App allows insurers, brokers and their clients to manage their portfolio providing complete mobility.

Features:
• Browse clients by code, name, others
• Detailed consult of client record
…Take a picture and store it in the database
…Display an image stored in the database
…Address data and map
…Contact details, including email and telephone numbers
…Data from the database can be used to:
…Make a phone call
…Send an SMS
…Send an email
…Add to the device contact list
• Consult data associated to the client:
…Insurance policies
…Receipts
…Claims
…Request an account balance to be shown in a PDF document
…Digital documents
…General consult of insurance policies
…General consult of receipts: pending, issued or cancelled in a given period of time
…Consult a portfolio summary, both for policies and receipts
• Notifications: receive and view
... Automatic login, list of Domains/Users
...New entry menu with all options available in a single window

Available Languages: English-Spanish-Italian-Portuguese

What’s New

Version 1.5

Minor bug fixes

App Privacy

The developer, Koolsite IT Solutions, S.r.l., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Collected

The developer does not collect any data from this app.

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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