Policy Doctor

By Zeta Capital Sdn Bhd on AppTrack Ninja.

Policy Doctor helps insurance advisors and customers manage policy-related workflows in one place. Advisors can manage customers, organize policy records, schedule appointments, share articles, and send important updates. Customers can view their policies, manage family member policy requests, book appointments, read shared articles, and receive notifications from their advisor. Key features: - Customer profile management - Policy record and request tracking - Appointment booking and meeting updates - Family member policy management - Advisor-to-customer article sharing - Push notifications f…

Categories: Business

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