Your customer data is now at your fingertips no matter where you go, even without a mobile network! The Insurance Agent app for the iPad offers client, policy, quote, claim and event management features to save time for extremely busy insurance or investment professionals and businesses alike. Notes can be turned into invoices or estimates with just one tap. Ability to add reminders for all tasks or to-dos differentiates the App. Being able to immediately sync activities with the calendar sets the App apart.
Less Typing & More Tapping offers immediate boost in productivity. Insurance Agent does not need internet connection & can be used effectively in remote areas of the world. The App can be used as All-In-One mobile office software or to compliment with an existing software by exporting CSV files from the App.
Possibilities are unlimited when you create the templates to match your business needs.
SOME OF OUR END-USERS:
Insurance Agents, Investment Agents or Brokers. You client is now in your pocket!
FEATURES
- Add, update, delete, search clients, events on the go for effective Customer Relationship Management.
- Various Color Themes are available to suit your taste.
- Boost productivity by creating your own custom templates for commonly used scenarios to save repetitive typing.
- Customize Customer Contact Form to show or hide fields.
- iPad Address Book integration.
- Maps Integration.
- View Record History.
- Smart Search of Records.
- Pre-fills your company information in records and invoices.
- Support for photo attachments for client, project, sales/order/contract and event records.
- Create notes, invoices, estimates, journal logs, tasks, to-do, communication trackers, opportunities, time sheet.
- Add reminders and events to the Calendars for important tasks. Free up your mind to focus on growing your business.
- One Tap to duplicate records.
- One Tap to turn Estimate into Invoice and vice-verse.
- One Tap to turn Record into Invoice and Estimate.
- Export-Import to share data with existing applications by uploading and downloading CSV files. It is perfect for bulk or mass data upload to/from your existing system.
- Schedule events or appointments. Supports calendar sync.
- Print or Save PDF
- Detailed HELP with Videos. Videos need internet connection to watch.
- Reports for Invoice / Income with Date Range
- Contact Us - We value your opinion for implementing future features. Email
[email protected]Download the App now for Free !
For adding more than 15 customers and records, you can upgrade to Insurance Agent Premium through an auto-renewing subscription of USD $29.99 per month. Payment will be charged to iTunes Account at confirmation of purchase. Subscription automatically renews unless auto-renew is turned off at least 24-hours before the end of the current period. Your account will be charged USD $29.99 for renewal within 24-hours prior to the end of the current period. You can manage and turn-off subscriptions by going to the Account Settings after purchase. Please note that no cancellation of the current subscription is allowed during active subscription period. Any unused portion of a free trial period, if offered, will be forfeited when the you purchase a subscription.
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