Quote and bind insurance policies directly from a mobile device. Automatically pre-fill customer data by scanning driver's license and vehicle VIN. Retrieve producer codes and underwriting details from partner databases.
Store passwords securely and autofill them anywhere
Create strong passwords using a secure generator. Store passkeys and 2FA codes. Autofill passwords across devices. Sync data between all devices. Protect personal and sensitive information with encryption.
Manage insurance claims by selecting services like repair shops or rental cars. Track claim status and view pending payments. Use Face ID or Touch ID for login and Apple Pay for payments. Scan VIN to update vehicle information.
Create and send professional construction estimates quickly. Manage bids and work orders efficiently. Track project expenses and job details in real time. Generate detailed reports for each project.
Contractors can order and access property measurements to create estimates and plan jobs. The provides a dashboard with report history, automatic quoting, and a 3D visualizer for viewing measurements and proposed improvements.
Schedule jobs and send invoices directly from the . Create and share quotes for client approval. Track payments and manage dispatching for teams. Integrate with accounting systems for streamlined billing.
Manage customer data by searching and adding contacts. Scan driver's licenses or VINs for quick lookups. Find inventory and send follow-up texts or videos. Complete daily tasks offline and access CRM features on the go.
Manage customer relationships with CRM tools. Create and send estimates and invoices. Schedule appointments and manage pre-inspection checklists. Track sales performance and update client information.
Manage vehicle processes remotely by searching for vehicles in the shop, checking in with VIN scan, taking and tagging photos, viewing estimates, updating plans, and adding notes.
American Family Life Assurance Company of Columbus US
Manage policies, track claims, and communicate securely
File claims for clients, including wellness claims, using a streamlined process. Use the "Similar Claim" feature to quickly file multiple wellness claims. Manage policies and access client information securely.
View vehicle locations and history trails on a map. Check vehicle details in list format. Control fleet operations remotely. Manage driver activity and vehicle status from a mobile device.
List vehicles by taking photos and scanning VINs to auto-populate details. Create offsite assignments and manage inventory. Accept and negotiate pre-auction offers. View vehicle information and track assignments from a mobile device.
Activate radios, access portal, order materials, learn
Activate radios for pre-owned vehicles and access the portal. Order point-of-sale materials and enroll in the e-Learning Course for additional incentives. Manage customer interactions and track vehicle setups.
Manage requests, resolve issues, and track progress
Mobile allows agents to triage, act on, and resolve service requests offline. Update work status and accept tasks via native device features. Manage end user issues with an intuitive interface. Sync data when online.
Scan VINs to retrieve vehicle details. Manage inventory with acquisition and tracking tools. Export inventory data to websites and marketplaces. Respond to leads and customers via CRM. Monitor deal progress, funding, and performance.