CRM Ukuvi

Platform for the marketing of Insurance and Retirement Plans. Prospecting, Quotes, Sales, Policy Administration, After-sales Services. The comprehensive solution for insurance agents.

1. Consult your contact list and the contact details (that is, the registered contact details, phone number, email, etc.)
2. Create contacts from the app
3. Consult your list of policies, segmented by their statuses (all, cancellations, renewals) and the detailed information of each policy.
4. "Upload" policy data to the policy manager from the cover page PDF. This functionality uses AI. It is only enabled for Auto and Major Medical Expenses policies.
5.- Car insurance quote