Monday, 17 February 2020

InsuranceComplete is a mobile platform that can be accessed on any smartphone, tablet, laptop or desktop computer. It provides users with access to accounts, contact information, sales tools, commission and license information and status updates. Integration with the full suite of ApplicInt products enhances the selling and reporting capabilities of the platform.

CRMs have emerged as the most effective method of supporting the relationship between a business and its customers. The InsuranceComplete features listed below provide agencies and agents with the tools proven to support those relationships.

Click on a thumbnail below for a larger view:

Dashboard view:

Calendar view:

Opportunities view:
  • Account cards identify contacts, account history, opportunities, commission payments, uploaded documents and case management notes

  • Can be accessed on laptops, tablets and smart phones
  • Enhanced hierarchy capabilities manage data and system functionality for any level within an organization

  • Comprehensive reporting module offers system users access to standard reporting templates as well as a report builder tool for creating unique reports based on any information compiled in the database that is within the user’s hierarchy and access rights

  • Integrates with ExpressComplete for submission and tracking of drop tickets or electronic applications

About us

1441 Main St, #210 | Ramona, CA 92065
Tel: 775-325-4603 
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Contact us today with any questions you may have. We'll be glad to assist you!

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