InsureBook is a client management tool designed for insurance agents to efficiently track customers and potential customers. It simplifies client tracking, automates follow-ups and helps the insurance agents stay organized, allowing them to focus on sales and client retention, rather than administrative tasks.
-
Who: Insurance agents managing multiple clients.
-
Tech-Savviness: Moderate; comfortable using basic software tools but not necessarily tech experts
-
Client creation: Add new clients to system.
-
Client information editing: Update client details as needed.
-
Client deletion: Remove clients when neccessry.
-
Client listing: View all clients in an organized list.
-
Client tagging: Assign tags to clients for better categorization.
-
Basic search to search for clients: Find clients by name or other attributes.
-
Filter clients: Apply filters to view a specific group of clients.
-
Sorting clients: Sort clients based on available tags.
- Saving of client information: Ensure client details are stored persistently across sessions.
- View upcoming renewals: Keep track of upcoming policy renewals
- For the detailed documentation of this project, see the InsureBook Product Website.
This project is based on the AddressBook-Level3 project created by the SE-EDU initiative.