Business allows managers to use features on mobile without computer dependency. Managers can respond to client messages instantly. Incoming messages are marked as unanswered until acknowledged.
Manage invoices and contracts with automated document generation and electronic exchange. Create receipts directly. Connect with clients quickly without lengthy verification. Share documents instantly without needing original copies.
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.
