InsuranceBoard
Android app by Rodolfo Baeza. Business · Rodolfo Baeza
- Store rating
- Unknown
- Store rating count
- Unknown
- Download price
- Free to download
- In-app purchases
- Not listed in captured metadata
- Version
- 1.2.1
- Listing last refreshed
- 2026-09-14
View the original store listing
Store description excerpt
InsuranceBoard is the CRM companion app for insurance agencies. Designed for field work by agents, managers, and operations teams. FOR AGENTS • Prospect Dashboard: View your candidate portfolio, move them through the stages, log calls and WhatsApp messages, and create new leads in seconds. • Today: Your unified calendar—reminders, tasks, and appointments for the day, with appointment confirmation and rescheduling from your phone. • My Tasks: Your assignments with photographic evidence. • My Training: Course invitations, attendance confirmation, and QR code check-in. • My Incentives: Your points, rewards, and progress in your agency's program. FOR MANAGERS AND OPERATIONS TEAMS • Recruit: Onboard and track agent candidates, with meeting reminders. • Team Tasks: Assign, review, and approve tasks with supporting documentation. • Training: Track courses, confirmations, and live attendance. With push notifications for tasks, appointments, training, and incentives. Requires an InsuranceBoard account provided by your agency. Privacy Notice: https://insurance-board.com.mx/privacidad
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