What do you like best?
The sales panel has the necessary information to perform all kinds of analysis on the clients' information, which allows them to keep track of each of them, and always check the status of their insurance, creating a database with all the necessary information, to make all kinds of renewals, and new affiliations, another exemplary feature of this application, is the communication that can be done directly with customers, via message or phone, from the same, which allows to speed up all types of procedures, which are being carried out, with a person, or company.
What do you dislike?
the interface of the application is very poor, it seems a system that is based on windows 98, I do not like it at all, it must be updated, since this makes the work very boring, the generation of reports, it is somewhat complicated, with many details , what is left over in them, and really in the end it is not understood what they are for, this system is somewhat robust, and sometimes it can be a stressful thing to work in it.
Recommendations to others considering the product
A recommended system to automate many accounting tasks in the cloud, the monitoring of clients, is one of the features that I like most about this tool, it helps to solve all kinds of renovations, in minutes.
What business problems are you solving with the product? What benefits have you realized?
Thanks to this application we can automate the whole process of insurance renewals and affiliations to all types of clients, in addition we keep them informed with all the news, with periodic reports that we generate, in an automatic way, which helps us to maintain an active process and constant, which allows us to manage a better and more quickly way, to all our customers.