Manage insurance orders and client data
Track insurance policies and client data. Set reminders for birthdays and contract expiration dates. Send follow-up messages to agents. Manage agent and client relationships. Sync with partnership companies.
Showing 101–120 of 1,000 ranked alternatives.
Tickmark Inc
Digitally transform client service workflows
Manage client projects with upfront pricing and work assessments. Create and assign job orders to workers. Track workforce performance with points and instant feedback. Accept on-demand work requests.
Diversified Insurance Industries, Inc.
View policy details anytime
Access policy details and coverages anytime. View Auto ID Cards instantly. Request policy changes and report claims. Make payments due DII. Review documents and certificates of insurance. Set up a client portal account for self-service access.
IDC Global,INC
Register open houses, track client interactions, send
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and receive notifications for tasks, birthdays, and client activity.
Alexandr Nadtoka
Manage client records, set reminders, track monthly
Organize client records and manage contacts. Set reminders for upcoming appointments. View monthly statistics and track client interactions.
AXINAN PTE LTD
Manage insurance sales and track customer data
Manage insurance sales with real-time data tracking, product management, and customer reporting. Integrate e-wallets for payments and commissions. Streamline sales processes and monitor performance metrics.
IDC Global,INC
Manage client interactions and track open house
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and track task notifications. Receive alerts for client birthdays, home anniversaries, and activity updates.
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