Manage business contacts across multiple lists with a unified address book. Share contacts with coworkers and invite them to collaborate. Use the built-in virtual assistant to update and organize contacts.
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.
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 insurance information anytime from any device. View policies, claims, and certificates. uto ID cards. Manage account details through an client portal. Set up and access your account remotely.
