Create and customize sales presentations for insurance products. Upload and organize policy documents. Share presentations via email or link. Track client interactions and follow-up notes. Schedule and manage appointments.
Take payments securely with encrypted transaction processing. Issue refunds and add tips to transactions. View real-time sales data and completed transactions instantly. Email or SMS receipts to customers. Settle transactions with a single click.
Manage sales with configurable categories and tax settings. Accept payments via Heartland Payment Systems or BridgePay. Customize receipt layouts and reconcile cash drawers through an online portal. Generate reports and track business performance.
