MAQNELSON - ACESSO CORRETORA

Features MAQNELSON - ACESSO CORRETORA

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 clients profile, characteristics, contacts and addresses.- Separated by branches, see your clients business.control filtersResearch to facilitate contracted documents;Filter Active and Inactive Documents, in order to keep a history of the clients 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.MessagesThe brokerage firm may provide news feeds with illustrative banners and messages to instruct its brokers and publicize their actions.