The app offers insurance producers mobile access to client information, accounts, activities, contacts, and policy details. Producers can email, add activities, and use GPS for mapping and scheduling.
Track store visits in real time with instant updates and issue reporting. Schedule field team activities and analyze performance data. Replace manual data entry with digital workflows and reduce redundant follow-ups.
Track requests and move cases forward. Stay informed 24/7 with real-time notifications. Access a library of knowledge articles. Use the Service Catalog to fulfill requests faster. Interact with the Now Virtual Agent for .
Record work hours and request additional pay. View timecards and totals. Manage schedules and purchases. Read messages and update personal profiles. Access payroll information through integrated systems.
Customers can view account details, manage services, and track usage. Pay bills online and request support. Receive notifications about service status and updates. Access usage reports and service history.
Communicate with visitors through . Respond to messages in real time and stay available from anywhere. Manage conversations and enhance customer interactions directly from the .
Manage services, share updates, communicate with care
Manage services and communicate with care teams. Upload invoices and receipts for reimbursement. Approve staff timecards. View and adjust self-direction budgets in real-time. Access monthly expenditure reports.