myInsurances for Agents Lite app for iPhone and iPad

Try myInsurances for Agents for FREE.
myInsurances for Agents Lite has almost all functionality from myInsurances for Agents. It is limited to allow only 5 clients, 5 insurance types and 5 contacts.

myInsurances is a must have for insurance agents.
It helps you to manage clients, contracts and payment plans.
You will know when a premium must be paid simply by looking in calendar mode. You can plan your day looking to a single screen.

Add Photos from camera or Photos apps per client/insurance type or contract;
Share photos using Twitter, Facebook or email.

•Record all client details in ‘Clients’ section;
•Can use the ‘Contacts’ app for adding client details;
•Record appointments for each client;
•Export Client List by Email;
•Send emails to all clients;

•Record all Insurance Type details in ‘Insurance’ section;
•Add Insurance Company for each Insurance Type;
•Export Insurance List by Email

•Record all contract details in ‘Contracts’ section: client name, insurance type, contract date, contract number, start date, expiry date, assured sum, annual premium, payment mode (monthly, quarterly, half-yearly, yearly) and notes;
•Export Contract List by Email;
•Manage manual payment plan;
•Generate automatically payment plan (liniar formula );
•Export Payment Plan by Email (payment date, premium);

•In Calendar View, all appointments are marked with blue exclamation signs (!) and all payments days from payment plans are marked with yellow stars (*).

Help us to improve myInsurances. Please send suggestions and feedbacks to [email protected]. Thanks.
Best of look to you!