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.
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.
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.
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.