PeachOS · My Leads and My Book
Every lead and every policy, in one place.
My Leads holds every assigned lead with the last call beside it. My Book tracks each policy from submitted to issued to paid.
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A short film. Illustrative screens, sample data.
My Leads and My Book
What it does
1
My LeadsEvery assigned lead in one place, with the last call beside it.
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My BookPolicies tracked from submitted to issued to paid.
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Kept up to date from the callsPeachOS drafts the result and the note after each call and you confirm it, so the record is not updated by hand.