View policy details, coverages, and documents. Report claims with photos. Pay bills via credit card, debit card, checking account, or PayPal. Track billing history and payment schedules. Monitor Snapshot® progress. Quote or modify policies.
View policy details and submit claims through a digital process. Change payment methods and make payments. Access ID card for quick reference. Request roadside assistance or schedule glass repair by call.
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.
Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.
Upload documents and scan them for notarization. Take a photo of your ID and answer security questions. documents legally and securely from any iPhone or iPad. Available 24/7 for users in the U.S. and abroad.
Access patient charts, update medical records, and manage appointments remotely. View lab results, prescribe medications, and send secure messages. Sync with cloud-based EHR system for real-time updates and staff access.
View paycheck summaries and details. Access HR information and benefits. Manage payroll data and submit time off requests. Receive notifications for important updates. Securely access employee resources from any device.
Manage dental benefits by accessing coverage details and claims. Find and book dentist appointments with reviews. Get personalized procedure estimates and view ID card information securely.
Access policy information, submit and track claims, and make payments for auto, home, marine, and umbrella policies. View policy details, manage billing, and log into an account via .com.
Connect with coworkers and view department structure
Access insurance details, request time off, clock in for shifts, and check flex benefits from your phone. Connect with co-workers via directory to call, text, and email. Submit time-off requests and log work hours with simple swipe actions.
Policyholders can access and share policy documents and agency contacts. Enroll drivers in RideWell℠. Find service providers and loss prevention resources. Go paperless. Manage payments, pay bills, and connect with Apple Wallet or Google Pay.