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!