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.
by Insurance Xdate, LLC.★ 5.03 ratingsBusinessFreeData updated 2026-09-21
Manage customer interactions, leads, and sales opportunities. Track project progress and deadlines. Customize workflows and access data via mobile. Sync with web for real-time updates. Set reminders and view reports on the go.
Find nearby businesses with special offers or new openings. Search for black-owned, LGBTQ+, minority-owned, and local shops. View store details, contact information, and online options. Shop in person or online through integrated links.
Connect with industry professionals to discuss network opportunities and challenges. Attend sessions on distribution improvements and engage with carriers, associations, and channel partners. Share insights and build collaborative relationships.
Manage conversations via text, call, and voicemail
Manage SMS campaigns, send and receive texts, make calls, and send ringless voicemails. Track conversations, schedule messages, and integrate with customer databases. Monitor delivery status and analytics in real time.
Schedule appointments and manage your salon remotely
Schedule and manage appointments with real-time updates. View client details and service history. Receive notifications for upcoming bookings. Sync across multiple locations and devices. Assign tasks to staff members.
Submit medical expenses by scanning and sending documents directly. Use the "Submit Expenses" feature to send claims instantly. Access faster reimbursements for GP, dentist, and physiotherapist visits through a direct link with AssurMed.
Access CRM data and make calls directly from the . View and prioritize leads and contacts. Dial contacts automatically based on importance. Group contacts by hashtags or custom sets. Use Bluetooth for hands-free calls while moving.
Capture leads during events like trade shows or conferences. Sync data with CRM and marketing automation platforms. Nurture prospects automatically. Work offline without internet access. Log and manage leads directly on mobile devices.
Manage customer relationships with automated follow-ups, onboarding, and lead conversion tools. Track interactions, schedule reminders, and analyze performance metrics.
View residential properties and street information with one click. See property details to guide productive conversations. Take notes during interactions and update contact information. Save preferred homes to personal lists for future reference.
Track business performance with real-time analytics. Receive alerts on pending orders and customer interactions. utomated follow-up messages. Sync with CRM tools. Set reminders for outreach and tasks. Monitor key metrics and performance trends.
Manage contacts, track deals, and automate workflows
Manage client interactions, track leads, and schedule appointments. Create and send marketing emails. Analyze performance metrics and integrate with calendar apps. Automate task reminders and organize deal pipelines.
Manage temporary staff with instant hiring and shift scheduling. Post and update shifts in real time. Track employee availability and location. Clock in and out remotely. Access pre-qualified workers near you. Send and receive messages directly.
Access client policy information, make payments on their behalf, look up households by policy or name, view client details for policies, billing, claims, and home assessments, and access or share key client documents.
Nd manage business with targeted prospecting tools. Filter and prioritize based on criteria. Track campaign performance and analytics. Export lead data in various formats. Integrate with CRM systems for seamless lead management.
Manage shifts by scheduling workers for specific time slots. View available labor options and set availability. Track hours worked and receive payment details. Connect with businesses to find suitable shift opportunities.