Manage client communications with bulk text messaging for personalized outreach. Create and manage Scope of Appointment documents. Track appointments and client interactions. Access policy information and submission tools.
View and manage employee benefits with a personalized dashboard. Search benefits and policies using AI-powered assistance. Track wallet balances and spending. Upload receipts for reimbursement. Send rewards to colleagues.
Perform audits using a library of practices and over 10,000 questions. Capture photos, add notes via voice dictation, and assign issues to workers. Track severity and parties involved. Works offline.
Access documents and policy information anytime. Request and view proofs of insurance, such as an auto ID card. Report claims by adding photos. Contact support to ask questions.
