Insurance Agent
Nowadays, Agents spend considerable time developing and pursuing sales leads. Automating the insurance lifecycle you will reduce the amount of time that you spend on time consuming tasks (your workload), which will improve your efficiency and allow you to concentrate on increasing production. Now you can focus on what matters most... building a profitable and competitive business!
This app provides an intuitive interface to help you accomplish your most common task effectively.
Key Features:
- Manage Insurance Companies (carriers) and Contacts.
- Manage several Insurance Agents simultaneously. This is really useful for small agencies.
- Keep a complete record of your Clients and Prospects. We provide an effective search capability on every module of this app.
- Record your Appointments.
- Create Insurance Policies. Support for several types of Insurances (Property / Casualty, Home, Auto, Health, Dental, Life, etc). Fully manage Claims and Payments. Attach up to 10 images.
- Multiple Statistics available. Beautiful Charts with detailed data for precise, effective, quick analysis of your sales performance.
- Quick reports are available for commissions and premiums. There are several filters available (Company, Agent, Periods, etc)
- You can get quick reports including clients, commissions and sales filtered by companies, dates, etc.
- The User Interface is very intuitive and optimized for tablets.
- Provides powerful and effective set of features that will keep growing in future updates.PRO Features (Available via In-App Purchase):
- Access to Images in Policies and Claims
- Access to Products (templates)
- AD-FREE (No Advertisements).
This App handles a big amount of data and features. When we design Apps, our main goal is to combine the convenience of mobile apps with the power of desktop apps. We pride ourselves in offering the best value in the App Store.
Please remember to Review our App. Your comments will help us to improve at a faster pace!
You can easily contribute to make this App even better! Just send us any request, bug report, idea or language issue to [email protected]
Do you want to help us to translate ‘Insurance Agent’ to your language? It’s easy, just find us on http://ackuna.com/translate-/insurance-agent and contribute.
Permissions:
- Internet access: LITE version is Ad-Supported by Google AdMob.
- In-app-purchase: Allow the user to upgrade the App to PRO version.
- Access to Storage: Allows you to create backups and restore from them.
Category : Productivity
Reviews (26)
This app quite usefull. If u can let us key in the date of birth manual will be the best. Because i new in this app. Is that reminder if my client policy gonna lapse or i need to create a appointment manual? Wish u will improve it. Thank
App is excellent, but i have a suggestion to include an option to set alarm or reminder on renewal dates.
ALL FEATURES FINE BUT I REQUEST TO YOU THAT PLEASE ADD payment recipt & renewal date reminder customized features
Just a perfect tool for Financial guys
Easy to use
We'd like to see more than 12 months of reports. Monthly payment amount. Either fixed or calculated. Easier multi vehicle data entry. Maybe custom fields would help others with additional needs. Great start. Keep working on it!
Where is my user ID n password unable to submit
Would be nice to call from contact and also capability to link appointments to calendar.
It's a great alphabet figured out how to share with my employees yet and still it amazing.
Very useful hope to grant some pro features for free like the product section
Easy, funtionable and very efficient to run my business.
System needs the ability to put Companies in alphabetical order.
This app very much to support my business. Thanks to creater ......
So sattled App
Its OK, but you need to improve the App by adding Vehicle Reg no., Reminders, Cloud, Create New Client/Agent/Company while filling in the Policy Form.
Needs a few things like the ability to edit contacts at insurance companies and dial from the program just to name a few.
Hello developers. Can able to update application for INDIAN INSURANCE MARKET (INDIA) i want application updates for life insurance corporation of india (LIC)
Very user friendly. But If you could add attachments like pictures, scan files or other documents needed related to the client on your next update , it would greatly improve this app.
My wishlist would be *1 import Contacts from my phone. *2 being able to send sms from this app to clients. *3 bonus would be sending event msg such as birthdays. So far so good I believe that this is just a beginning :-)
Usefull app
It will be great if able to customise the "Type of Policies"
Is there any way to import whole data??
1) import & export data 2) online sync back up 3) Premium collection reminder 4) sms or email function send to client for premium reminder
I tried too much but does not stored data by app.
Great application
The lack of export untility defeats the purpose of the app. An agent needs to run a report of his portfolio or keep his data across some normal platform like csv file. Would like to know if the developer has this in mind in the future.