The app provides tools for agents to manage leads, communicate intelligently, and organize tasks. It offers features for team management, listing updates, and accessing resources for business operations.
Manage requests, resolve issues, and track progress
Mobile allows agents to triage, act on, and resolve service requests offline. Update work status and accept tasks via native device features. Manage end user issues with an intuitive interface. Sync data when online.
Access customer data and track pending applications
Access customer and policy details securely. Follow up on pending applications remotely. View and update application statuses. Share documents and communicate with team members. Manage tasks and track progress.
Create and manage to-do lists by breaking down tasks into subtasks. Execute actions like scheduling meetings, sending emails, and organizing files. Set reminders and track progress across multiple projects.
American Family Life Assurance Company of Columbus US
Manage policies, track claims, and communicate securely
File claims for clients, including wellness claims, using a streamlined process. Use the "Similar Claim" feature to quickly file multiple wellness claims. Manage policies and access client information securely.
Switch between mobile and desktop website views with a single click. Adjust strings to simulate different devices. Use built-in WebView to preview websites on various smartphones and screens.
Manage accounts, transfer funds, deposit checks, apply
Manage accounts by reviewing activity and balances, setting alerts, viewing past statements, and updating personal information. Transfer funds, deposit checks via photo, apply for loans, and use Touch ID or Face ID for secure login.