This Koolsite® App allows insurers, brokers and their clients to manage their portfolio providing complete mobility.
• 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:
…Request an account balance to be shown in a PDF document
…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
minor bug fixes
- Koolsite Solucoes Informaticas, Lda
- 61.8 MB
Requires iOS 6.0 and watchOS 2.0 or later. Compatible with iPhone, iPad, and iPod touch.
English, Italian, Portuguese, Spanish
- Age Rating
- Unrestricted Web Access
- © Koolsite IT Solutions S.r.l.
With Family Sharing set up, up to six family members can use this app.