A Buddy

A Buddy App Features
“A Buddy” offers you the tools to stay organized.
Key features include:
• Lead Management: Keep track of potential clients and manage your leads efficiently.
• Quotation and Proposal Creation (Policy Issue): Quickly generate quotation and proposals so it can help you to increase your productivity.
• Agent Persistency Dashboard (Live Data Tracking): Access real-time data on your sales performance and client retention.
• Document Storage (Sales / Product Decks): Store important sales materials, product decks, and other documents in one place.
• A Member Privilege Access: Get exclusive access to A Member benefits.
• Calendar Appointments: Easily schedule meetings so you never miss a meeting.
• Customer Information Upload (NRC / Passport / Driving License): Easily upload and manage customer identification documents will make it more organized and secure.
“A Buddy” helps you to manage your workflow smoothly and increases your productivity.