The app provides life insurance quotes for Term, ROP, and Universal Life policies. It includes quotes for carriers ECA Marketing is appointed through, policy fees, and covers all 50 states.
Delete duplicate by tapping to remove them. Access a Recycle Bin to restore deleted . Merge duplicates based on phone number, email, or name. Use smart filters to find missing name, phone number, or email. Backup and restore previous versions.
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.
Calculate taxes with a dedicated tax button and grand total function. Display equations and results simultaneously on a double line interface. Round to two decimal places and correct mistakes easily. Email or copy tape entries for record keeping.
Store frequently used text snippets like addresses, phone numbers, and links. Access and insert saved texts across iPhone, iPad, and Mac. Sync texts between devices and use as a keyboard extension for quick replies.
Accept payments by swiping or entering details. Accept tips and capture signatures. Collect sales tax and print or send PDF receipts with location maps. Use as a mobile for on-the-go payments.
Receive location data via email and map it automatically. Visualize GPS coordinates with a radius overlay. Get notifications for location updates. Share mapped locations with others. Set custom radius sizes and track movement patterns.
Create and manage tasks with minimal interface. Add notes, set priorities, and mark items as complete. Sync across devices and view progress in a clean, distraction-free layout.