Consultant, Insurance
Mobile App
Android, APIs, Cloud, Firebase, Google APIs, iOS, JSON, MySQL, PHP, Reactnative, SQLite
► Admin and Agent login
► Dashboard for admin and agent:
Check all related clients’ types and number (i.e. Sold – potentials …)
Compare selected month vs previous month agenda type (by default current month and year are selected)
Check selected month agenda types with notes
Admin can view all and option to filter by agent to check each one’s progress
► Clients
Each agent can check his own clients list
Admin can check all the clients with option to filer by agent
Search by client name or phone number
Add new client
List clients:
Full name
phone number
call client
Client more info
Share location – call – send sms – view direction – edit a client – client type – full name – email – address – social security number - marital status – spouse name – date of birth and auto calculate the age – hobbies – careers – pin # - policy status (other fields can be added)
► Agenda
Check daily agenda list with option to search or filter by status (pending/ done or all)
Option to check old agenda list
Adnin can view all with option to filter by agent name
Agenda list:
Status color bar
Date and time
Client name (can easily check client more info)
Call client
Delete / Update / Crete new (helps for agenda follow up) / Done
Add new agenda
► Follow up
For each client type (sold – potential…) you manage and create your own follow up system. This helps the agent and the admin to follow up a client with an auto reminder and alert.
► Calendar view: daily view list of follow up and agenda, add new
► Notifications
List of all alerts and reminders with an easy access to action (call - more info...)
Direct messages from the admin
► Manage user's authentication level, access and privileges
► Manage your agents
► Manage your clients’ types
► Manage and control your own follow up system for each client type
► View all clients with option to filter by dates - client name - phone number and agent name
► List/add/update agenda
► Manage agenda types: each agenda type (i.e. call – meeting – collect …) control your reminder alert (i.e. meeting before 60 minutes) that means when adding a new agenda, the agent will be notified 60 minutes before the meeting with option to update the reminder upon agenda creation
► Manage agenda notes types (i.e. no answer – postponed – call later – done …)
► Reports and statistics
► Send direct message push notification to all or a specific agent