Manage claims, export transcripts, and track notifications
Manage insurance claims with multi-claim handling and real-time feedback. Export customizable transcripts. Use AI features and a virtual assistant for support. Send proactive notifications to insureds.
Review balances, transfer funds, pay bills, deposit
Review account balances and transactions. Transfer funds between accounts. Deposit checks by photo. Pay bills and view cleared check copies. Locate surcharge-free ATMs and branches. Use SSL encryption for secure communication.
Manage employee data by adding new hires, editing existing records, and assigning staff to job sites. View employee schedules and track time entries directly from the .
Get insurance by entering personal and policy details. Compare coverage options and pricing. Save and share with clients. View policy summaries and contact support for assistance.
