Allows users to access customer information anytime. Track visits and contacts made during client meetings. View key data such as demographics, issued documents, products sold, and total or individual client revenue.
View insurance policies and policy details. Calculate renewal amount. Renew policies online with simple steps. Locate nearest branches. Stay updated on new offers. Check upcoming auctions. Access policies via QR code or manual entry.
Create and customize inspection reports using ASHI-compliant templates. Add photos, notes, and comments during inspections. Export templates for sharing or backup. Share reports with clients securely.
