Book clients, schedule appointments, track invoices, coordinate
Manage client bookings and appointment scheduling. Track invoices and payments. Log travel and mileage expenses. Organize receipts and paperwork for tax preparation. Set reminders for deadlines and client follow-ups.
Add cash and make withdrawals using the or at branches. Transfer money, send eVouchers, and top up mobile accounts. Pay bills via QR code and receive salary payments. Deposit checks by photo. Set up account with ID documents and no minimum balance.
The app allows personal lines policyholders to view policy details, account balances, and payment settings. Policyholders can also initiate the claims process and contact their agent through the app.
The app offers insurance producers mobile access to client information, accounts, activities, contacts, and policy details. Producers can email, add activities, and use GPS for mapping and scheduling.
Analyze properties using AI-driven Sellability Scores to identify high-probability sales within 90 days. View scores for Retail, Rental, and Wholesale transactions. Use Value for property valuations. Track property details and transaction potential.