Koolsite Insurance Anywhere

Koolsite Insurance Anywhere allows Insurers, Intermediaries and their Clients to manage their portfolio offering total mobility.
It is a free application for Koolsite registered users.
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 a given 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, such us:
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 consulting Policies, Receipts, Records, etc.
- Actuarial Calculations
- Life Tables
-Facebook integration
-Organise tasks in a favourites list
-Historical and direct access to data related to recent consults

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