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.
The app provides up-to-the-minute account information, secure transfers, and payments. Users can find branch locations, access rates, and financial calculators.
Document physical items by snapping photos and organizing them into projects like rooms or collections. Export as PDF or ZIP for sharing with movers, insurers, or colleagues. Track lent items and their recipients. No account or ads required.
List properties for sale or rent. View detailed descriptions, photos, and location maps. Schedule showings and contact agents directly. Track market trends and compare listings. Receive notifications for new listings matching criteria.
The app works with Epicor's Eagle Retail Management Solution and Pricing Planner. It allows users to price shop competitors and record results in real time for pricing strategy management.