Capture contacts, view data, manage activities
Capture and view contact data and activities for client service and business development. Utilize secure authentication methods to protect client information. Integrate with cloud applications for consistent access to data and features.
Showing 81–100 of 1,000 ranked alternatives.
ON-LINE TAXES INC.
Manage appointments and track client returns
Preparers can check return transmission status including queued, transmitted, accepted, and rejected (with reason) using date filters. View appointment summaries and manage client return status within the .
I.P.C. SYSTEMS, INC.
VoIP Intercom System for Professional Applications
The app provides a client for a VoIP intercom system. It operates using a client/server architecture and requires the VCOM Virtual Matrix server application.
Fournier & Associates Inc.
Access insurance info anytime
Access insurance information from any device. View account details and manage policy documents. Set up a client portal account. Receive 24/7 service and support. Submit inquiries and track service requests.
WESTAN INSURANCE GROUP, INC
Access insurance info anytime, anywhere
Access insurance account details from any device. View policy information, claim status, and payment history. Submit claims and contact support through the . Set up a client portal account or request assistance.
BCU RISK ADVISORS LLC
Access insurance info anytime
Access insurance information anytime from any device. View account details and manage policies through an client portal. Set up a personal account or contact for assistance.
Heritage Insurance Inc.
Access info anytime
Access account information anytime from any device. View policy details, contact support, and manage account settings. Log in to the client portal to review coverage, make payments, and submit claims.
TTKA, LLC
Access info anytime
Access policy details, claim status, and account information from any device. View documents, submit requests, and communicate with support representatives through the client portal. Manage account settings and track service history.
Great National Insurance Underwriters Inc.
Access info anytime
Access information anytime from any device. View account details and policy documents. Manage claims and contact support through the client portal. Set up an account or request assistance for online service options.
Quest Software, Inc.
Use iOS device as a token
The app enables users to use their iOS device as a token for two-factor authentication. This provides access to a business network and resources without needing a second device.
Stratus Data Systems, Inc.
Manage properties, track listings, and share data
Manage real estate listings with a unified platform. Search properties, create and share comparative market analyses. Track client interactions, update listings, and access market data. Collaborate with agents and view detailed property information.
Suhr & Lichty Insurance Agency, Inc.
Access info anytime
Access policy details, claim status, and account information from any device. Submit claims, contact support, and manage account settings through a secure client portal. Receive 24/7 service and update contact preferences directly within the .
Dreher Agency, Inc
Access policy documents and claims anytime
Access documents and account details from any device. View policy information, submit claims, and contact support. Manage account settings and receive notifications. Log in to the client portal or contact for setup assistance.
Weatherby and Eisenrich, Inc.
Access insurance info anytime
Access insurance information anytime from any device. View account details, policy documents, and service options. Set up a client portal account or contact for assistance. Submit claims and track status.
Union Insurance Inc
Access info anytime
Access documents and account details anytime from any device. View policy information, submit claims, and contact support through the client portal. Manage account settings and track claim statuses remotely.
Greenwood Insurance Group, Inc.
Access insurance info anytime
Access insurance information from any device. View account details and policy documents. Manage client portal settings. Contact support for assistance. Submit claims and track status. Receive notifications for updates.
The Getchell Companies Insurance Services Inc.
Access insurance info anytime
Access insurance account information anytime from any device. View policy details, submit claims, and manage payments. Set up a client portal account or contact support for assistance.
Zerion Software, Inc.
Secure data with local encryption and remote
Secure data collection with local encryption and client-side password protection. Enable remote wipe for lost devices. Protect keyboard input and store data offline. Sync forms across devices for consistent access.
EY Global Services Limited
Log in with biometric authentication
Employees can log in using biometric authentication to access documents. View and download salary slips, tax forms, and employment records. Receive notifications about updates and document changes.
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