InsuLink is a mobile app for the insurance agents to manage their policyholders’ information and their policies in a simple way with the powerful functions. It is very useful to keep in touch with their policyholders anytime and anywhere. Welcome to download this app to start providing great customer service right now
Features (30 days free version)
1. Manage the policyhlders’ information
2. Manage the new clients’ information
3. One Key transfer the client to policyholder
4. Manage polices for the policyholder
5. Policyholder list for the birthday on today, and sent the preset birthday card provided
6. Link up with e-mail, whatsapp and mobile
7. Note pad for new client
Features (Paid version)
In addition:
1 Upload new client name card
2 Upload policyholder name card
3 Note Pad for policyholder
4 Note Pad for policy