Find businesses nearing renewal with location-based alerts. View incumbent carriers, current rates, and additional details. Access Latest Flags for follow-up calls and search by company name for prospecting.
The app allows users to manage accounts and contacts from a mobile device. Users can add new accounts, complete tasks, make calls, send messages, and update information.
Receive and make phone calls and text messages. Access all contacts on the device. Update pipeline statuses, manage groups and tags, edit contact information, and add new leads from the mobile device.
Make and receive calls using cloud-based SIP VoIP technology. Manage call logs, set up call forwarding, and access voicemail. Integrate with enterprise directories for contact lookup. Support encrypted communications for secure business interactions.
