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 allows users to follow job and technician status, upload photos, and enter time for payroll. Users can also track estimates, sales, invoices, and collect customer signatures.
Access documents and policy information anytime. Request and view proofs of insurance, such as an auto ID card. Report claims by adding photos. Contact support to ask questions.
Review policy summaries and access electronic auto ID cards. View important attachments like declaration pages. Communicate with the service team. Re-print auto ID cards and contact the Account Manager.
Access insurance information conveniently and securely.
The app provides access to insurance information, including coverages, policy documents, and vehicle ID cards. Users can view billing history, make payments, manage autopay, and go paperless.
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.