Repérez-vous dans l’interface Assurevo : barre latérale, modules et recherche globale.
Assurevo est organisé autour d’une barre latérale qui donne accès à tous les modules de votre cabinet : Dashboard, Contacts, Pipeline, Souscriptions, Commissions, Reporting et les réglages du cabinet. L’interface est identique sur desktop et tablette, et s’adapte automatiquement à la taille de votre écran.
Dashboard Assurevo : CA annualisé, encours sous gestion, top performers et alertes
La barre latérale regroupe les modules par grande fonction. Les modules non activés pour votre offre apparaissent grisés : vous pouvez les débloquer depuis Cabinet → Modules du cabinet.
Dashboard : vos indicateurs clés et vos alertes du jour.
Contacts & Clients : toutes vos fiches, prospects comme clients.
Pipeline : vos opportunités commerciales en cours.
Souscriptions : le catalogue produits et vos parcours de vente.
Commissions : le suivi de vos rétributions et bordereaux.
Elias IA : votre assistant métier, disponible partout dans l’outil.
La barre de recherche en haut de l’écran retrouve instantanément un contact, un contrat, une compagnie ou un document. Tapez les premières lettres d’un nom : les résultats sont regroupés par type et s’ouvrent en un clic.
Utilisez la recherche globale plutôt que la navigation pour retrouver une fiche : c’est le chemin le plus rapide au quotidien.
Chaque liste (contacts, contrats, commissions) propose des colonnes configurables, des filtres sauvegardables et un tri mémorisé. Vos préférences sont conservées d’une session à l’autre, par utilisateur.
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