★ Araonsoft's insurance customer management app!
ACRM-i is a free insurance customer management app.
Save customer information and save the schedule and contents of consultations!
You can easily manage your insurance customers through this information.
If necessary, the consent form can be signed through the app.
■ Key features
1. [ Customer Management ]
- Save the customers you are currently managing through the customer management function and easily manage them! In order to input multiple customers at the same time, we provide a function to download the Excel form and enter it through the corresponding Excel!
2. [ Schedule Management ]
- Manage your schedule through the calendar. You can save schedules with customers through the currently saved customer information, and you can enter recurring schedules!
3. [Consultation management]
- If you need a memo when consulting with a customer or after consulting with a customer, try entering a memo through the consultation management function! Through the memo button at the top of the app, you can easily enter memos on any page and save them according to your saved customers. Even if the customer is not saved, after saving the memo, you can change the memo to the customer after registering as a customer!
4. [Consent form management]
- Confirmation of insurance product comparison explanation / Confirmation of fulfillment of contract conclusion notification obligation for product introduction and financial consumer protection / If you need a personal (credit) information processing utilization consent form for customer management such as contract conclusion and fulfillment, enter the contents of the confirmation and agreement and pass the URL address to the customer, enter the required signature, and check the document! You can also print documents through the print function or save them as PDF files.
■ Browser available
- You can use the data you used in the app in your web browser! If you want to use it in a web browser, please visit https://acrmi.araonsoft.com/.
■ Inquiries about using the app
If you have any inconveniences during use, please contact Araonsoft by email below.
- Email araonsoft@gmail.com
ACRM-i is a free insurance customer management app.
Save customer information and save the schedule and contents of consultations!
You can easily manage your insurance customers through this information.
If necessary, the consent form can be signed through the app.
■ Key features
1. [ Customer Management ]
- Save the customers you are currently managing through the customer management function and easily manage them! In order to input multiple customers at the same time, we provide a function to download the Excel form and enter it through the corresponding Excel!
2. [ Schedule Management ]
- Manage your schedule through the calendar. You can save schedules with customers through the currently saved customer information, and you can enter recurring schedules!
3. [Consultation management]
- If you need a memo when consulting with a customer or after consulting with a customer, try entering a memo through the consultation management function! Through the memo button at the top of the app, you can easily enter memos on any page and save them according to your saved customers. Even if the customer is not saved, after saving the memo, you can change the memo to the customer after registering as a customer!
4. [Consent form management]
- Confirmation of insurance product comparison explanation / Confirmation of fulfillment of contract conclusion notification obligation for product introduction and financial consumer protection / If you need a personal (credit) information processing utilization consent form for customer management such as contract conclusion and fulfillment, enter the contents of the confirmation and agreement and pass the URL address to the customer, enter the required signature, and check the document! You can also print documents through the print function or save them as PDF files.
■ Browser available
- You can use the data you used in the app in your web browser! If you want to use it in a web browser, please visit https://acrmi.araonsoft.com/.
■ Inquiries about using the app
If you have any inconveniences during use, please contact Araonsoft by email below.
- Email araonsoft@gmail.com
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