The app provides a platform for board members and executives to access confidential documents, contracts, and policies. It offers online and offline access to board-related information.
by FINANCIAL SERVICES, INC.★ 5.01 ratingsBusinessFreeData updated 2026-09-19
View and manage policies, monitor investment values, make payments, and find agent contact information. Update communication preferences and access additional features.
Scan documents, receipts, contracts, and notes to create multipage PDF or JPEG files. scanned content, save, and share documents directly. Ideal for managing paperless workflows and organizing digital records.
The app offers five applications for boards and directors. It includes features for automated evaluations, board leadership analysis, document access, personal leadership assessment, and research reports.
Edit PDF documents with annotations, comments, and form fields. Create and request electronic signatures. Share signed documents securely. Manage contracts with audit trails. and forms directly from the .
Book clients and manage appointments through a synced Google calendar. Collect online payments, send contracts and questionnaires, and track projects. Email clients and access all features from a mobile device.
Access and view secure documents offline or online. Annotate and share comments with teams. Sync board books, training materials, and sales brochures. Manage access to and stay updated on sales activities.
Manage user profiles, permissions, and roles for executives, board members, and stakeholders. Schedule and conduct meetings. Share and collaborate on documents. Send and receive secure messages. Track project progress and team performance metrics.
Access expert guidance and tools for business decisions. Search for insights, save documents for later access, and continue from where you left off across devices. Retrieve personalized content based on priorities.
Manage board meetings and decisions remotely with mobile e-signatures, approvals, and surveys. Access documents, send emails, and track action items. Share and collaborate on meeting materials securely. Set reminders and view meeting agendas.
Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
Scan and save text documents in PG format. Group and edit files. Combine images into PDF. Share documents directly. Sign and store contracts, business cards, and receipts.
Schedule and conduct board with Zoom integration. Annotate documents, sign electronically, and send secure messages. Manage RSVPs, vote on proposals, and approve decisions. Share resources and track meeting outcomes for follow-up.
Analyze data, generate insights, and track decisions
Enables users to extract key insights from board documents and financial reports using AI. It supports semantic search with natural language queries. Users receive personalized summaries and actionable recommendations.
File claims directly through the . View claim details and status updates. Access relevant information 24/7. Manage time away from work with claim tracking and submission features.
Sign documents with a real handwritten . Scan and clean signatures using phone camera. Save and share signatures securely. Integrate with files and contracts.
Send and receive secure messages with your lawyer. Share documents by scanning or uploading from files or camera. Access case updates and information through a private portal. Protect sensitive data with encryption and secure communication features.
Access a comprehensive homepage with essential information, documents, and services. Manage favorite services, view the calendar, and organize personal data. Navigate diverse services for daily needs without switching apps.
Access a load board to find available truckloads. Save frequently used load searches as favorites. Book loads or negotiate offers directly. Post available trucks for freight. Manage contracted power-only and drayage freight.
The app provides business news and analysis on challenges and trends for senior executives. Users can explore articles, reports, podcasts, and videos on topics like AI, sustainability, and strategy.