2.5 / January 24, 2017
(4.8/5) (5)

Description

Koolsite Insurance Management allows Insurers,Intermediaries and their Clients to manage their portfolio offeringtotal mobility. It is a free application for Koolsite registeredusers. It is also available for Smartphones, Tablets, Macs and PCs.

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 agiven period of time
…Consult a portfolio summary, both for policies and receipts:
…Eligible data to group or filter:
   …Broker
   …Insurer
   …Product
   …Branch
   …Agent
   …Promoter
   …Collector
   …New Production or renewal
…Dynamic indication of data for grouping and order
…Dynamic indication of data to filter
…Graph result presentation with Drill Down functionality, suchus:
   …Pie
   …Bars
   …Lines
   …Select from:
       …Premium
       …Commissions
       …Quantities
•    Create new client record:
…Manual introduction
…From the device contact list

- Manage, receive and view notifications
- Automatic login, list of Domain/Users
- General Search that facilitates and speeds up consultingPolicies, Receipts, Records, etc.
- Actuarial Calculations
- Life Tables

-Facebook integration
-Organise tasks in a favourites’ list
-Historical and direct access to data related to recentconsults

App Information Koolsite Insurance Management

  • App Name
    Koolsite Insurance Management
  • Package Name
    com.koolsite.insurance.android
  • Updated
    January 24, 2017
  • File Size
    Undefined
  • Requires Android
    Android 2.2 and up
  • Version
    2.5
  • Developer
    Koolsite IT Solutions S.r.l.
  • Installs
    100 - 500
  • Price
    Free
  • Category
    Business
  • Developer
  • Google Play Link

Koolsite IT Solutions S.r.l. Show More...

Koolsite Insurance Management 2.5 APK
Koolsite Insurance Management allows Insurers,Intermediaries and their Clients to manage their portfolio offeringtotal mobility. It is a free application for Koolsite registeredusers. It is also available for Smartphones, Tablets, Macs and PCs.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 agiven period of time…Consult a portfolio summary, both for policies and receipts:…Eligible data to group or filter:   …Broker   …Insurer   …Product   …Branch   …Agent   …Promoter   …Collector   …New Production or renewal…Dynamic indication of data for grouping and order…Dynamic indication of data to filter…Graph result presentation with Drill Down functionality, suchus:   …Pie   …Bars   …Lines   …Select from:       …Premium       …Commissions       …Quantities•    Create new client record:…Manual introduction…From the device contact list- Manage, receive and view notifications- Automatic login, list of Domain/Users- General Search that facilitates and speeds up consultingPolicies, Receipts, Records, etc.- Actuarial Calculations- Life Tables-Facebook integration-Organise tasks in a favourites’ list-Historical and direct access to data related to recentconsults
Generali PT - Serviços Online 1.6 APK
Generali PT – Serviços Online allows GeneraliPortugal’s intermediaries and clients the following functions inyour Smartphone and Tablet:Search clients per code, name, othersShow clients in a map according to the distance with respect to theuserTo consult data associated to the clientInsurance policiesReceiptsClaimsRequest an account statement to be presented in a PDFdocumentView digital DocumentsGeneral consult of insurance policiesGeneral consult of receipts: pending, paid or cancelled in adetermined period of timeTo consult the portfolio summary, both for policies as well asreceiptsTo manage, receive and view notificationsFacebook integrationExport lists to SpreadsheetsOrganise tasks in a favourites’ listHistorical and direct access to data related to recent consultsAvailable languages: English–Italian–Portuguese–Spanish