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INLINE is the platform that makes our policy sales possible.
At this sales platform we will be able to register the customers we receive, bring their information, vehicle information and select the plan that better fits them. (Inline brings the plan that better fits for the customer automatically).
We can also:
1. Create notes about what we have done.
2. Review other people comments.
3. Tap on SELL.
4. Document their card information for recurrent automatic payment.
5. Send them an Email after policy is adquired (only supervisor access).
And more.....
How to login and how does this platform looks like ?
After you logged in: You'll see the INLINE ''HOME PAGE''
Home Page
(Here you will be able to see the last customers you've registered or last looked for, in the platform).
SEARCH BUTTON
Is where you go to look for the clients that have been registered in the system.
You can search them by:
Full name, email, phone number, postal code, policy #, and others...
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