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.
Register open houses, track client interactions, send
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and receive notifications for tasks, birthdays, and client activity.
Business "Manage real estate showings and open houses. Schedule and accept showings as an agent or hire others for listings. Receive weekly payments and track available showings in real time."
