Insuraim Workspace

By Subaio Limited on AppTrack Ninja.

Insurance CRM & Workflow

Insuraim Workspace is a mobile business workspace for insurance brokerages, advisors, and operations teams. It works alongside the Insuraim web workspace to bring client and household records, follow-ups, insurance product information, proposals, and application workflows into one structured environment. CLIENTS AND HOUSEHOLDS Maintain client details, tags, household members, follow-up history, and related documents, so authorized team members can understand the context behind every relationship. FOLLOW-UPS AND SCHEDULES View today’s, upcoming, and overdue items, record outcomes, and plan the…

Categories: Business, Finance

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