Streebo Insurance Advisor App

Streebo’s enterprise ready application enables insurance agents to engage with customers and prospects through smartphones, tablets, desktops, and more digital channels. With access to essential policy, customer and claim information, agents can serve their customers faster and better.
Streebo’s Insurance Advisor App contains three modules:

1) Lead Management 2) Customer Management and 3) Productivity and Agent Enablement
Features:
Lead management and Activity dashboard
o Track and monitor leads and existing customer policies
o Manage customer appointments and events
o Send, receive and view progress reports and statistics
o E-mail or phone directly from the app and capture event details
o View charts that visualize key performance metrics
o Access news and regulation details from internal and external sources
Customer management and Quote generation
o Track and monitor opportunities and customer policies
o Enroll customers in bulk
o View and edit lead and customer details as well as claims history
o Generate quotes in Word and pdf formats to share with the customer
o Save and retrieve a quick quote request, whether partially filled or submitted
o Schedule meetings with customers
Productivity and Agent enablement
o Access training materials for customers and self
o Receive and review inbound messages through the App inbox
o Leverage calendar reminders and follow-ups to add efficiency
o Keep check on the performance via performance tracker
o AgentChat™ application to facilitate query resolution and interaction
o Search policy details by user defined search criteria
o See the sales pipeline
o Add new opportunity and update existing opportunities
o Push personalized offers and sophisticated campaigns with messages. This leads to higher conversions as compared to other mediums.

Streebo’s Insurance applications are built using a best of the breed, highly scalable and secure Mobile Application Development Platform.