At GetKlients we have developed the best software for the management of Insurance Agencies and Brokers. The information will be in the cloud for easy access from any device with internet access. Through its different modules you will have access to the management of: Clients, Policies, Maturities, Claims and Collections.
Like our CRM GetKlients, it gives us the possibility to use it for free until our business reaches enough size to move to the next level.
| FEATURES |
|---|
| 12 GB of storage for files and unlimited records |
| SSL security certificate and daily information backups |
| Permissology based on user roles |
| Connection with Gmail and Outlook to send emails |
| 100% in the cloud |
| INCLUDES THE FOLLOWING MODULES: |
| Clients: manage all the information related to your client, includes digital file |
| Policies / Issuance Pending: performs all kinds of movements, includes standardized cards |
| Collections / Commissions: records payments from clients and collections of commissions to insurers |
| Claims: records the management of claims for medical assistance and general branches |
| Calendar, tasks and reminders |
| Variety of management reports |