SORO
Akeppa Software Intelligence
Free
1+
downloads
About SORO
SORO is the official app designed for insurance agents, created to help you work with greater autonomy, organization, and clarity in your daily tasks. Here, you can access the most important information about your work as an agent in one place, quickly, easily, and always available.
With SORO, you have access to your portfolio summary, your policies, and your clients' details, allowing you to make better-informed decisions and respond quickly when needed. You'll also find news and updates from the agency, keeping you up-to-date on the most relevant information without having to rely on third parties or multiple communication channels.
The app includes a practical CRM designed for the real-world pace of an agent. You can register and manage contacts, create tasks, receive push notifications, and track your activities seamlessly. Everything is designed so you don't miss opportunities and can organize your efforts more effectively.
SORO also features an AI assistant specializing in the agency's products. This assistant allows you to resolve questions about plans, types of insurance, and important details directly from the app. In addition, it can help you access policy information within your own portfolio, giving you an extra advantage when serving clients or scheduling appointments.
Another key feature is Google Calendar synchronization. By linking your account, you can view your events directly in the app, keeping your schedule visible in the same place where you manage your portfolio and tasks. The synchronization is read-only, providing security without sacrificing convenience.
To complement everything, SORO includes a wiki with information about the agency, its plans, products, and other important resources. The wiki allows you to consult details whenever you need them, whether to resolve a personal question or to prepare before visiting a client. This information is instantly accessible, without having to search for documents or request additional support.
The app aims to make your work lighter, more organized, and more professional. Its design focuses on helping you maintain control of your activities, strengthen your client follow-up, and provide you with modern tools that allow you to offer better service. With SORO, your daily operations become more efficient, without so much administrative burden and with quick access to the most important information.
With SORO, you have access to your portfolio summary, your policies, and your clients' details, allowing you to make better-informed decisions and respond quickly when needed. You'll also find news and updates from the agency, keeping you up-to-date on the most relevant information without having to rely on third parties or multiple communication channels.
The app includes a practical CRM designed for the real-world pace of an agent. You can register and manage contacts, create tasks, receive push notifications, and track your activities seamlessly. Everything is designed so you don't miss opportunities and can organize your efforts more effectively.
SORO also features an AI assistant specializing in the agency's products. This assistant allows you to resolve questions about plans, types of insurance, and important details directly from the app. In addition, it can help you access policy information within your own portfolio, giving you an extra advantage when serving clients or scheduling appointments.
Another key feature is Google Calendar synchronization. By linking your account, you can view your events directly in the app, keeping your schedule visible in the same place where you manage your portfolio and tasks. The synchronization is read-only, providing security without sacrificing convenience.
To complement everything, SORO includes a wiki with information about the agency, its plans, products, and other important resources. The wiki allows you to consult details whenever you need them, whether to resolve a personal question or to prepare before visiting a client. This information is instantly accessible, without having to search for documents or request additional support.
The app aims to make your work lighter, more organized, and more professional. Its design focuses on helping you maintain control of your activities, strengthen your client follow-up, and provide you with modern tools that allow you to offer better service. With SORO, your daily operations become more efficient, without so much administrative burden and with quick access to the most important information.
