Coming soon to iPhone and Android
Your complete client book, soon in your pocket
The AgentDesk apps for iPhone and Android are coming soon. View clients, update work, collect documents and manage follow-ups while travelling. Start on the web today.
Today
Your day on the phone
The mobile dashboard will show important numbers, follow-ups, today’s schedule, upcoming renewals and maturities, families due for a meeting, birthdays and recent customers.
Serve clients away from the office
Search for a client and view their portfolio, policies, family, documents and upcoming work. Add or update details using the same custom fields available on the web.
Capture documents at the client’s office
Use the camera to take a customer photo or upload a document from the camera or phone files. Open or share existing documents from the phone.
- Repair estimate.jpgUploaded
- RC copy.pdfUploaded
Manage daily business
From the mobile app, permitted users will be able to:
- Add and renew policies.
- Log and update claims.
- Manage mutual funds, SIPs, FDs and bonds.
- Call or WhatsApp leads and change their stage.
- Schedule meetings and record outcomes.
- View referrals and record payments.
- Export and share reports.
Same access rules as the web
The mobile app will follow the organisation’s plan, branding and user permissions. Each team member sees only the information and actions allowed for their role.
Related pages
Finish the next action while it is still fresh
Update clients and follow-ups from the field instead of waiting to return to the office.
