Access policies, coverage details, and loan information in one place. Make premium or loan payments, set up autopayments, and review transaction history. View policy values, benefits, and account balances securely.
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.
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.
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.
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.
Access real-time financial updates, send messages, and receive notifications. View account summaries, schedule meetings, and access policy documents. Share files and communicate securely with advisors and support teams.
Manage airtime and data sales across multiple networks with instant commission. Process mobile money transactions, cash in, and cash out from a single wallet. Use smartphone as a POS for business operations.
The app provides 24/7 access to insurance information and the agency. It allows for secure bill pay, access to auto insurance ID cards, and instant file sharing.
The app offers payroll and HR management for small businesses. It provides features for starting payroll, adding new hires, managing staff, and staying compliant with tax requirements.
Manage finances conveniently and securely within the app.
The app provides tools to manage accounts, deposit checks, pay bills, and transfer funds. Users can view financial insights, manage cards, and access their credit score.
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 cases, track commissions, and stay connected
Manage business operations remotely by viewing active cases and policies from the home screen. Track commissions and incentives if applicable. Monitor client actions, policy anniversaries, and notable events to stay informed.