Get quotes, manage accounts, and work anywhere
Manage client and policy information with snapshots and task lists. View recent activity and set reminders. Access quick quotes in 10 seconds. Use single sign-on for secure login. Work remotely with integrated quote tools and policy status updates.
Showing 361–380 of 1,000 ranked alternatives.
WMC IP, INC.
Create quotes, route for approval, send
Create quotes quickly with customizable templates. Route quotes for internal approvals based on set rules. Automatically send approved quotes to customers. Sync jobs with dispatching systems.
Promatic Office Software Technologies Ltd.
Save contact info for instant access
Save contact information by entering a phone number and email. Clients can call or email by clicking buttons. Contact details are displayed on the client's home screen for quick access.
Victor Manuel Marquez Camargo
Schedule appointments, send reminders, manage client meetings
Schedule appointments, send reminders, and manage client meetings. Track upcoming dates and receive alerts. Share calendar events with clients and update notes directly.
Dah Sing Bank, Limited
Trade stocks anytime anywhere easily.
The app offers mobile securities trading for Dah Sing Bank customers. It provides account balance, holdings, order status, and transaction history inquiries, along with real-time stock quotes and charting.
Loona Brands LLC
Manage schedules and track tasks
Manage pet tasks with scheduling and task tracking. Store pet profiles with health notes, feeding instructions, and walk details. Handle dog walking, cat , and services. Monitor activities and update pet information remotely.
Agrellus, Inc.
Request quotes from certified retailers
Submit quote requests to certified retailers by specifying product, volume, delivery method, location, timeframe, and urgency. Receive and compare multiple quotes. Select the value for your farming operation.
Integrity Plumbing Solutions LLC
Manage tasks, track progress, and share updates
Manage tasks and schedules for services. Track service requests, update job statuses, and communicate with team members. Access real-time inventory and submit service reports. Share files and receive notifications for updates.
Cargobase Pte Ltd
Manage logistics anywhere with powerful capabilities.
The app provides multistop shipments, dark mode, and mobile invoices for financial visibility. It offers Single Sign-On for secure access, keeping users connected from quote to delivery.
Legacy Financial Advisors, LLC (U.S.)
Access accounts and documents
View newsfeed, attend Zoom calls with , access eMoney client portal, review Black Diamond performance reports, and communicate directly with .
bitrzr, LDA
Track , , and mileage on
Track , , and mileage with real- logging. Monitor project income and gross profit. Generate charts and PDF reports for printing. Set reminders for tasks and entries. Sync data across devices using cloud storage.
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