About Koolsite Insurance Anywhere
Koolsite Insurance Anywhere allows Insurers, Intermediaries and their Clients to manage their portfolio offering total mobility. It is a free application for Koolsite registered users. It is also available for...
Koolsite Insurance Anywhere allows Insurers, Intermediaries and their Clients to manage their portfolio offering total mobility. It is a free application for Koolsite registered users. It is also available for Smartphones, Tablets, Macs and PCs.
Features:
• Browse clients by code, name, others
• Detailed consult of client record
…Take a picture and store it in the database
…Display an image stored in the database
…Address data and map
…Contact details, including email and telephone numbers
…Data from the database can be used to:
…Make a phone call
…Send an SMS
…Send an email
…Add to the device contact list
• Consult data associated to the client:
…Insurance policies
…Receipts
…Claims
…Request an account balance to be shown in a PDF document
…Digital documents
…General consult of insurance policies
…General consult of receipts: pending, issued or cancelled in a given period of time
…Consult a portfolio summary, both for policies and receipts:
…Eligible data to group or filter:
…Broker
…Insurer
…Product
…Branch
…Agent
…Promoter
…Collector
…New Production or renewal
…Dynamic indication of data for grouping and order
…Dynamic indication of data to filter
…Graph result presentation with Drill Down functionality, such us:
…Pie
…Bars
…Lines
…Select from:
…Premium
…Commissions
…Quantities
• Create new client record:
…Manual introduction
…From the device contact list
- Manage, receive and view notifications
- Automatic login, list of Domain/Users
- General Search that facilitates and speeds up consulting Policies, Receipts, Records, etc.
- Actuarial Calculations
- Life Tables
-Facebook integration
-Organise tasks in a favourites’ list
-Historical and direct access to data related to recent consults
Previous Versions
Here you can find the changelog of Koolsite Insurance Anywhere since it was posted on our website on 2016-09-25 01:50:54.
The latest version is 3.7 and it was updated on 2026-06-19 16:41:44. See below the changes in each version.
Koolsite Insurance Anywhere version 3.7
Updated At: 2023-10-16
Koolsite Insurance Anywhere version 3.5
Updated At: 2022-03-07
Changes: Minor bug fixes
Disclaimer
Official Google Play Link
We do not host Koolsite Insurance Anywhere on our servers. We did not scan it for viruses, adware, spyware or other type of malware. This app is hosted by Google and passed their terms and conditions to be listed there. We recommend caution when installing it.
The Google Play link for Koolsite Insurance Anywhere is provided to you by apps112.com without any warranties, representations or guarantees of any kind, so access it at your own risk.
If you have questions regarding this particular app contact the publisher directly. For questions about the functionalities of apps112.com contact us.
