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.
by Elite Cloud Technology(Global)Limited★ 0.00 ratingsBusinessFreeData updated 2026-09-06
View and edit prospect and customer contact information. Call, text, email, or map contacts through preferred iOS apps. Add and access communication notes on mobile. Assign tasks to self or others in the agency. Sync reminders for task deadlines.
Tools lets agents generate for ACA health insurance, short-term medical, disability insurance, and life insurance. Consumers can compare rates across carriers, view policy details, and access educational resources on insurance options.
Access policy details, claim status, and account information from any device. View documents, submit requests, and communicate with support representatives through the client portal. Manage account settings and track service history.
Access policies and view coverages. Pay bills and retrieve ID cards. Request roadside assistance with real-time tracking of tow truck location. Find an agent or contact support through the .
Manage policies, track claims, and contact support
Manage policies and coverage details. View service history and submit claims. Contact customer support for assistance. Track policy status and receive updates. Access service information and resolve issues.
Compare policies from 13 providers. View coverage details and pricing. Purchase policies directly. Receive policy documents electronically. Manage claims and contact support within the .
Manage claims, export transcripts, and track notifications
Manage insurance claims with multi-claim handling and real-time feedback. Export customizable transcripts. Use AI features and a virtual assistant for support. Send proactive notifications to insureds.
Access insurance policy details, claim status, and account information from any device. Submit claims, update contact information, and manage account settings through a secure portal.
Manage insurance claims with real-time communication between all parties. Track claim status, submit documentation, and receive updates. Set reminders, collaborate with adjusters, and monitor claim costs and duration.
Calculate title insurance premiums and mortgage rates. Access subdivision details and office locations. View TRID-ready rate information. Provide directions to physical locations.