MAQNELSON - ACESSO CORRETORA Description
MAQNELSON - ACCESS CORRETORA is an application that makes available, in a fast, simple and intuitive way, the main information of its clients. It is the exclusive solution that leaves the broker at peace with information at their fingertips at any time and place via smartphone.
Customer information anytime, anywhere!
Full control and information
- Organize your customers into groups or favorites;
- Consult your client's profile, characteristics, contacts and addresses.
- Separated by branches, see your client's business.
control filters
Research to facilitate contracted documents;
Filter Active and Inactive Documents, in order to keep a history of the client's documents; paid, scheduled and overdue installments, claims in progress and finalized; Information on endorsements made; Write-off of Files (Single and Linked): Files corresponding or not to a Policy.
Messages
The brokerage firm may provide news feeds with illustrative banners and messages to instruct its brokers and publicize their actions.
Customer information anytime, anywhere!
Full control and information
- Organize your customers into groups or favorites;
- Consult your client's profile, characteristics, contacts and addresses.
- Separated by branches, see your client's business.
control filters
Research to facilitate contracted documents;
Filter Active and Inactive Documents, in order to keep a history of the client's documents; paid, scheduled and overdue installments, claims in progress and finalized; Information on endorsements made; Write-off of Files (Single and Linked): Files corresponding or not to a Policy.
Messages
The brokerage firm may provide news feeds with illustrative banners and messages to instruct its brokers and publicize their actions.
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