Access client policy information, make payments on their behalf, look up households by policy or name, view client details for policies, billing, claims, and home assessments, and access or share key client documents.
Manage insurance claims with a cloud-based platform. Upload and organize documents, letters, and evidence. Track claim progress using a diary with time-stamped entries. Collaborate with team members and clients through shared access.
Track time, expenses, and mileage with a single . Log billable hours, record expenses with receipts, and log mileage for reimbursement. Set categories, view detailed reports, and export data in multiple formats.
