J Business Partner
Business
Manage suspects, clients, policies & proposals in one place.
- Downloads
- 25+
- on Google Play
- Price
- Free
- No in-app purchases
- Updated
- Oct 14
- 2026 · v2.0.1
Screenshots
About J Business Partner
J Business Partner CRM is a smart, secure companion for insurance agents. Capture qualified suspects, manage client birthdays and touchpoints, view policy details at a glance, generate polished sales proposals, and monitor your agency ranking.
Key Features:
*Pipeline & Contacts: organize qualified suspects and clients with notes, stages, and tasks
*Birthday & Follow-Ups: timely reminders for meaningful client touchpoints
*Policies: quick access to client policy info and coverage status
*Sales Proposals: generate professional proposals in minutes
*Agency Ranking: track your performance within the team
Key Features:
*Pipeline & Contacts: organize qualified suspects and clients with notes, stages, and tasks
*Birthday & Follow-Ups: timely reminders for meaningful client touchpoints
*Policies: quick access to client policy info and coverage status
*Sales Proposals: generate professional proposals in minutes
*Agency Ranking: track your performance within the team
What’s new
Version 2.0.1 · Updated October 14, 2026
Bug fixes, new app features and performance improvements.
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