Pentagonal - Corretor

Features Pentagonal - Corretor

Pentagonal - Corretor is an application that makes available in a quick, simple and intuitive way, the main information of its clients.
It is the exclusive solution that leaves the broker at ease, having the information at their fingertips anytime, anywhere via smartphone.Customer information anytime, anywhere!Total control and information- Organize your customers into groups or favorites;- See your customers profile, its characteristics, its contacts and addresses.- Separated by branches, consult your clients business.Control filtersSearch to facilitate contracted documents;Active and inactive Documents Filter, in order to maintain a history of the clients documents; installments paid, scheduled and overdue, claims in progress and completed; Information on the endorsements made; Write-off of Files (Single and Linked): Files corresponding or not to a Policy.MessagesThe broker may provide a news feed with illustrative banners and messages to instruct your broker and publicize your stock.