Register open houses, track client interactions, send
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and receive notifications for tasks, birthdays, and client activity.
View policies, submit claims, and access documents
Search policies and view agent contact details. Access current insured information and policy details. Submit and track claims. View archived documents and upload E-Filing files. Receive push notifications for updates.
Access corporate networks, cloud resources, and the internet securely from any location. Connect to devices remotely, manage sessions, and control access permissions through a cloud-based platform.
Manage transactions and automate processes for real estate agents and clients. Sync data between agent and client apps. Send personalized greetings, news, and articles to clients.
