РЕСО офис 1.11.71

The application offers modules from a unified information system, with the available features tailored to the specialization of employees or insurance agents.

Key capabilities of the RESO office include:

• Monitoring client policy renewals
• Sending payment receipts to clients
• Viewing orders or assignments
• Tracking earned commissions and salaries
• Creating reminders in the calendar
• Downloading promotional materials for sales
• Tracking expiring policies and unpaid installments
• Reviewing portfolio results
• Generating reports

This is just the beginning; the application also allows for modifications to client contacts, displays lists of sales support materials, and provides a comprehensive overview of clients.

This is the initial version of the application. The RESO office will improve with your feedback—please share your suggestions for necessary functions and improvements with the project authors at [email protected].