The app provides tools for agents to manage leads, communicate intelligently, and organize tasks. It offers features for team management, listing updates, and accessing resources for business operations.
Track real-time financial market prices with data updates. View market trends, stock performance, and key metrics. Access charts, analytical tools, and watchlists for preferred stocks. Monitor market news and top trading activity.
American Family Life Assurance Company of Columbus US
Manage policies, track claims, and communicate securely
File claims for clients, including wellness claims, using a streamlined process. Use the "Similar Claim" feature to quickly file multiple wellness claims. Manage policies and access client information securely.
Track prices with real-time streaming quotes and pre-market/after-hour data. Monitor multiple portfolios and watch lists. Set real-time alerts and view advanced charting. Access economic news, event calendars, and market scans.
View details including transportation, accommodation, and activities. Check in for flights offline with real-time status updates. Access interactive airport maps and documents. Review daily itineraries and contact agency information.
Access customer data and track pending applications
Access customer and policy details securely. Follow up on pending applications remotely. View and update application statuses. Share documents and communicate with team members. Manage tasks and track progress.
Real estate agents and clients can access real-time market data and share listings and documents across devices. Built-in messaging allows for faster communication. Users can search properties and receive activity notifications.
Access insurance quotes and policies instantly. Insure vehicles through a digital agent. View policy details and manage coverage. Communicate with agents and carriers securely. Track insurance status and make payments online.
Manage business data for restaurants with access to real-time data, communicate via Manager Log, track inventory from mobile, view and edit schedules, and monitor sales performance.
The app provides access to real-time data, research, portfolio management, stock quotes, charts, market updates, forex, currencies, and company news. It allows users to stay informed about market activity while on the go.
Manage requests, resolve issues, and track progress
Mobile allows agents to triage, act on, and resolve service requests offline. Update work status and accept tasks via native device features. Manage end user issues with an intuitive interface. Sync data when online.
Manage leads with instant push notifications and 1-touch access to details. Communicate via call, text, or email. Send mass messages and share properties directly. Create and edit saved searches. Filter and sort leads for efficient task management.