Procede - Corretor Description
Procede - Corretor is an application that makes available, in a quick, simple and intuitive way, the main information of its clients. It is the exclusive solution that leaves the broker at ease, having information at their fingertips anytime, anywhere via smartphone.
Customer information anytime, anywhere!
Total control and information
- Organize your customers into groups or favorites;
- See your customer's profile, characteristics, contacts and addresses.
- Separated by branches, consult your client's business.
Control filters
Search to facilitate contracted documents;
Active and inactive Documents Filter, in order to maintain a history of the client's documents; installments paid, scheduled and overdue, claims in progress and completed; Information on the endorsements made; Write-off 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 stock.
Customer information anytime, anywhere!
Total control and information
- Organize your customers into groups or favorites;
- See your customer's profile, characteristics, contacts and addresses.
- Separated by branches, consult your client's business.
Control filters
Search to facilitate contracted documents;
Active and inactive Documents Filter, in order to maintain a history of the client's documents; installments paid, scheduled and overdue, claims in progress and completed; Information on the endorsements made; Write-off 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 stock.
Open up
