인스런 보험고객관리

Easy and convenient insurance customer management, schedule management, insurance contract registration

Insun Insurance Customer Management App is an application for insurance planners to conveniently and efficiently manage their customers.

The main features are

Schedule Management: Registers and manages schedules in the form of daily, weekly, and monthly calendars.

Customer Management: You can search for a customer and check the searched customer's contract information and contact history.

You can register and manage customers,

register an insurance contract

You can upload and view PDF files such as certificates, subscriptions, and designs.

Recent Contact: Manages contact history for each customer by simply registering memos such as visits for each customer.

Insurance Company Phone: Displays a list of insurance company phone numbers, and calls the insurance company to consult with the insurance manager.

Call/Text History: Displays a list of call history and text history.

Use Encode: You can manage and share licenses provided by insurance companies.