Handy Data

Handy,easy,secure,cloud base,offline data management app for Insurance agent. Empowers all Insurance agents to carry data right at fingertips with detailed info about clients meeting, client profile, policies, companies and todo task. Automating complete insurance lifecycle will reduce time and effort spent in maintaining paperback records with capability to provide best customer service on the move.

Key Features:

Run application with or without internet and have data stored on secured cloud server.

Add, delete, edit prospects clients with details of their existing policies, family details, policy explained

Never miss any appointments with prospects or existing clients with in-app notifications

Convert prospects to client with click of button

Add multiple policies, multiple family relation for each client

Have your client signature to ensure transparency – what is explained is what you get

Get reminders for your clients birthdays, anniversary and new policy launches

Share data to client via any social media, messages, or email with your signature

Add multiple proof of customers

GPS navigator to locate your client easily

Add To Do Task to ensure you never miss a note

Our goal in development of this app is to EMPOWER AGENTS with handy data which can help and make their life easier with few clicks.

You can easily contribute to make this App even better! Just send us any request, bug report, idea or language issue to EMAIL ADDRESS