Insurance Agent ON GO PRO

Insurance Agent ON GO PRO

100 - 500 downloads

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This is the UNIQUE APP in the MARKET having so many cool client, policy, quote, claim and event management features to save time for extremely busy insurance professionals. Works perfectly fine on both android tablets and mobile smart phones. Useful for Insurance Agents for customer sales and service needs of different types such as auto, home, property, life, health etc. Pay ONE TIME Only and NO MONTHLY Payment!
NO Internet, NO Data Plan, NO Mobile network needed for using the app.
Email support@siyamiapps.com for questions!
Efficient, quick and easy information at your fingertips available to you on the go no matter where you are. Impress your customer and earn their satisfaction by serving them 24X7. Use this app to gain advantage in the fiercely competitive market place. Stop the tedious typing and embrace simple TAPPING by using templates designed by you for your business or agency.

FEATURES

- Add, update, delete, search clients, events, policy, quote and claim data.

- Color Themes available for skin or background and buttons.

- Securely Export or transfer Patient files by connecting device to your PC.

- Create your own UNLIMITED number of custom templates for commonly used scenarios.

- View History.

- Support for photo, audio, video, file or document attachments for client, project, sales/order/contract and event records.

- Goodbye calculators as app will compute account balance using old balance and amount paid / due.

- Use dictations.

- Export-Import to share data with existing practice applications by uploading and downloading CSV files. Its perfect for bulk or mass data upload to/from your existing system.

- Schedule events or appointments and view them by day, week, month or year. Remind clients via SMS, email or phone call with just ONE tap. App even pre-fills the message for you that you

can customize as you please. Supports Google calendar sync.

- For peace of mind, Backup your data so you can store it safely or transfer it to the other mobile device or PC.

- Restore your database from the previous backup.

- Print or Save HTML or Text formatted data from the app to email or to SD Card so you can Print it or Transfer to your PC or other tablets or other apps.

- Bills/Collection and Balance Due Report - Allows you in just ONE tap to text, call or email your clients who have balance due.

- Detailed HELP

- Contact Us - We value your opinion and seek your advice for implementing future features. Email us especially before leaving negative feedback. Thanks!

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http://www.facebook.com/siyamiapps

Tags: insurance agent on the go, insurance agent on go pro.

Recently changed in this version

View Record and Statement Fixes
Complete User Interface Redesign to Support Tablets.
Addition of More Templates
Get Contacts from Address Book
Maps
Tap to Call and SMS or Email
Contact support@siyamiapps.com for help


Comments and ratings for Insurance Agent ON GO PRO
  • (72 stars)

    by anita jamin on 28/03/2014

    Thxu for this great apps I have waited so long.

  • (72 stars)

    by Kobie Bester on 01/03/2014

    Fabulous

  • (72 stars)

    by isael sotelo on 25/02/2014

    Just purchased and getting my contacts updated. Would be great if it could sync with my phone contacts too. I get calls back and don't know who it is if I don't also have them saved as contacts on my phone. App is great to keep a history of my customer

  • (72 stars)

    by Yin Soon Tan on 15/02/2014

    Help me to get CRM better. Thanks.

  • (72 stars)

    by Kristina Torman-Hall on 06/01/2014

    Great app

  • (72 stars)

    by Alyssa Lewandowski on 27/11/2013

    Why pay $350 or more for a CRM when this is everything I need and more. Thank you.

  • (72 stars)

    by Biron Bong on 11/08/2013

    Great