myInsurances for Agents - Insurance Organizer at Mac App Store analyse

myInsurances is a must have for insurance agents. It helps you to manage clients, contracts and payment plans. You will know when a premium must be paid simply by looking in calendar mode. You can plan your day looking to a single screen. Add Photos from camera or Photos apps per client/insurance type or contract; Share photos using Twitter, Facebook or email. •Record all client details in ‘Clients’ section; •Can use the ‘Contacts’ app for adding client details; •Record appointments for each client; •Export Client List by Email/or Print; •Send emails to all clients; •Record all Insurance Type details in ‘Insurance’ section; •Add Insurance Company for each Insurance Type; •Export Insurance List by Email /or Print •Record all contract details in ‘Contracts’ section: client name, insurance type, contract date, contract number, start date, expiry date, assured sum, annual premium, payment mode (monthly, quarterly, half-yearly, yearly) and notes; •Export Contract List by Email; •Manage manual payment plan; •Generate automatically payment plan (liniar formula ); •Export Payment Plan by Email (payment date, premium)/or Print. •In Calendar View, all appointments are marked with blue exclamation signs (!) and all payments days from payment plans are marked with yellow stars (*). Help us to improve myInsurances. Please send suggestions and feedbacks to [email protected]. Thanks. Best of look to you!