LTRÊS – PORTAL CORRETOR Description
LTRÊS – PORTAL CORRETOR is an application that provides key information about your clients in a quick, simple and intuitive way. It is the exclusive solution that leaves brokers at ease by having information at their fingertips at any time and place via smartphone.
Customer information anytime, anywhere!
Total control and information
- Organize your customers into groups or favorites;
- Consult your customer's profile, their characteristics, their contacts and addresses.
- Separated by branches, consult your client's business.
Control Filters
Research to facilitate contracted documents;
Filter active and inactive documents, in order to maintain a history of customer documents; installments paid, scheduled and due, claims in progress and completed; Information on endorsements made; Download of Files (Single and Linked): Files corresponding or not to a Policy.
Messages
The broker may provide a news feed with illustrative banners and messages to instruct your broker and publicize your shares.
Customer information anytime, anywhere!
Total control and information
- Organize your customers into groups or favorites;
- Consult your customer's profile, their characteristics, their contacts and addresses.
- Separated by branches, consult your client's business.
Control Filters
Research to facilitate contracted documents;
Filter active and inactive documents, in order to maintain a history of customer documents; installments paid, scheduled and due, claims in progress and completed; Information on endorsements made; Download of Files (Single and Linked): Files corresponding or not to a Policy.
Messages
The broker may provide a news feed with illustrative banners and messages to instruct your broker and publicize your shares.
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