In the application modules of the unified information system are available, the list of which depends on the specialization of the employee or insurance agent.
Possibilities of RESO office:
- track the roll-over of your customers
- send a check to the customer about payment of the policy
- View orders or orders
- track the accrued wages and salaries
- create reminders in the calendar
- Download promotional materials for sales
- monitor the final policies and unpaid installments
- Look at the results of the portfolio
- generate reports.
And this is just the beginning: the application is able to change customer contacts, show SSR lists and a list of clients.
This is the first version of the application. RESO office will be better with your help - write to the authors of the project what functions are needed and what needs to be improved at: mobile@reso.ru