Insurance
The Insurance App can create a complete reference point for all your insurance policy documents.
Store all your insurance policy documents in one place for future reference. Simply upload and attach the document to an item and add all the details you wish for indexing.
Created by
Podio App Team
301 apps in App Market.
- Rating:
- Business Function: Legal & Finance
- Industry Sector: Law Firm
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Accompanying apps
- This app is included in the pack(s): Dataroom
Hi, do you have an app for insurance brokers? Not uploading your own insurance documents. I would like the app to be able to attach an insurance product to a clients contact and be able to follow through until that product has been quoted, sold, documents received and sent to the insurer, and then to follow up on policy docs and payment from client, as well as the commission to be paid by the insurers to us.
Hi Andrew Robertson, did you ever find the insurance app you were after?
Andrew & Chris, I know this is an old thread, but if either of you are still active with Podio, I'm in the process of building an insurance architecture within Podio -- and I think it'd work for all of us! If you're interested, or if anyone is interested, just reply back to this and I'll keep you posted.
Hi Joseph, I would be interested!
Still interested...
Hello Joseph, I would be interested. We are trying to utilize a combination of Podio, Sharefile, and Rightsignature to offer a customer portal for our clients. We still use Hawksoft CMS for agency management. Where are you guys in your project?
Hi Joseph, I'm interested. Thank you.
I am interested
Hi how did this go, I am intrested
any updates?
I'd love to have a app set up for insurance brokers if you could email me that would be great! aaddisonjobs@gmail.com thanks!
Hello, if this is still available I am interested. I'm an insurance adjuster, thank you