Apptivo Insurance Tracker App

insurance tracker icon

Insurance Tracker

Create Insurances needed for your business - Manage it regardless of where and when insurance is to be renewed - Categorise it according to their types - Track the reports of your Insurance - Everything using Apptivo Insurance Tracker.

Application Features

Provide a memorandum and the insurance types with their renewal information to create a new insurance. Initiate follow ups before the expiration date.

start your insurance

Have a general summary of all your insurances and their associated activities created within a specific period and export it for future feedback and reference.

sapience reports

Not mindful of how to aggregate your insurance, no worries, make your own insurance types and organise your created insurances accordingly.

insurance types

custom make your app

Customize your App

Get your app a different layout with various custom fields with different styles and behaviour. Change the view of your app page if needed.

Integrated Applications

Insurance Tracker App integrates seamlessly with the following applications

Suppliers

Insurance Tracker     Suppliers

You have the ability to create and maintain insurance records with your Suppliers and keep in track of them prior to their expiry period. The value of the Broker field will be fetched from the Suppliers App and you can also create new brokers from Insurance Tracker App which will get reflected in the Suppliers App. Learn More about Suppliers App

Suppliers

You have the ability to create and maintain insurance records with your Suppliers and keep in track of them prior to their expiry period. The value of the Broker field will be fetched from the Suppliers App and you can also create new brokers from Insurance Tracker App which will get reflected in the Suppliers App. Learn More about Suppliers App

Employees

Every insurance tracker record in Apptivo has the “Assignee” field to whom the created insurance tracker is assigned, which pulls in the employee records from the Employees App. Learn More about Employees App

Teams

Every insurance tracker record in Apptivo has the “Assignee” field to whom the insurance tracker is assigned. Besides assigning it to employees it can also be assigned to Teams. Learn More about Teams App

Documents

Having integrated with the Documents App, all documents and files associated with the insurance tracker can be duly attached to respective insurance tracker record. You also have the ability to email the documents right after attaching it. Learn More about Documents App

Emails

Offers you an unique email experience. Easily send out emails from insurance tracker and have quick access to all emails related to the insurance tracker on the go! Learn More about Emails App

Notes

Having integrated with Notes App, you can quickly write down small pieces of information that are related to the insurance tracker. This can be used for reference purposes anytime. Learn More about Notes App

This Application is available in

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Start a Trial / Book Demo

Apptivo provides a FREE 30 Day trial to all its customer to play around with the product and get to know if it suits their business. Apptivo also provides a 1 to 1 demo session to explain how you can use Apptivo for your business.

Get Started Free!Or Schedule Demo