Manage clients and schedules effectively.
The app provides insurance professionals with client data and schedule management. It allows users to access client policy status and manage appointments, fostering client interaction and supporting sales.
Showing 201–220 of 1,000 ranked alternatives.
J3 Software, LLC
Track clients, appointments, and histories
Track information, appointments, and service histories. Schedule appointments with 15-minute defaults. Search and query data. Send messages and reminders to clients. Sync across devices for real-time updates.
Schauer Group, Incorporated
Access insurance info anytime
Access insurance information from any device. View account details and manage policy documents. Set up a client portal account to access services and communicate with the provider.
Tecnofit Tecnologia e Sistemas LTDA
Track workouts and manage clients remotely
Create and send customized workouts in under 5 minutes using over 600 exercises. Track client progress with session logs and performance metrics. Manage online and in-person consultations with scheduling and communication tools.
Faliane Ltd.
Create invoices, send estimates, track receipts
Create and send professional invoices, estimates, and receipts. Add client details, itemized lists, and payment terms. Track document status and set reminders. Export in PDF or print formats. Share via email or messaging apps.
FRS Insights, Inc.
Real-time business data at fingertips.
The app captures client interaction information via mobile devices and smartphones. This provides real-time business data and metrics for staff direction and training.
Grupo Nacional Provincial, S.A.B.
Check policy info and report accidents
Check insurance policy details for auto, medical expenses, home, and life coverage. Report accidents or request road assistance with a single button. Access emergency services via SOS. Register using a policy number or reference.
Best Version Media, LLC
Access systems remotely
Interface with Best Version Media's systems to manage client data, schedule appointments, and track project timelines. Send and receive messages, update client information, and generate reports.
Arojem Solutions LLC
Digitize consent and manage appointments
Manage client consent digitally. Configure business settings and select services. Allow clients to complete online before appointments. Store and access through the and web platform.
MyCase, Inc.
Manage case files and track deadlines
Manage case details, schedule appointments, and track deadlines. Access documents, send messages, and update client information. Sync calendar events and receive notifications for case updates. View case summaries and client contact details.
Integrity Marketing Group, LLC
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.
J HILBURN, LLC
Manage clients, process orders, shop with clients
Manage client appointments and track order statuses. Create and share style boards with product details and inventory updates. Personalize client experiences by selecting and recommending items from the product catalog.
American Protection Plans LLC
Cover homes, manage claims, and track repairs
Manage warranty policies with customizable coverage options. Track claims and payments. Generate client reports. Set renewal reminders and adjust policy details remotely.
Enovate Consulting, Inc
Track products, analyze sales, manage inventory
Manage and monitor products through a client portal. Track inventory, analyze sales data, and view product performance metrics. Set up alerts for stock levels and generate reports for marketing purposes.
AMP Logistics bv
Scan QR code to start identification
Identify users by scanning QR codes or entering ID codes. Initiate online identification processes for client applications. Link user accounts to client systems through secure identification steps.
Malanga Soft SL
Manage sales, track clients, and view addresses
Manage sales and client data with a multi-wallet . Track client information including tax details and payment terms. Search postal and delivery addresses on maps. Log sales by customer and zone.
No Impact Applications LLC
Send color swatches and PDFs to clients
Manage client color matching with a dynamic color wheel and upload photos for accurate matches. Send how-to PDFs to clients. Create professional portfolios and track client history. Share color matches and project details securely.
Hussain Mustafa
Create invoices and estimates quickly
Create and send invoices and estimates with customizable templates. Add client details, itemized lists, and payment terms. Track status and set reminders. Export documents in PDF and share via email or messaging.
JobAngel LLC
Track jobs, manage leads, and sync tasks
Manage client information, track job progress, and send invoices directly from the field. Log time spent on tasks, set reminders, and sync with payment gateways. View real-time project statuses and communicate with team members through in- messaging.
JZ Mobile LLC
Manage business finances and client contacts.
The app manages client appointments, contacts, and financial information. It includes invoicing, profit and loss analysis, and inventory control.
INSEE EXPRESS SOLE CO.,LTD
Manage shipments and track deliveries
Manage logistics operations including package collection and delivery. Track lottery results and insurance policies. Access sales agent services and microfinance options. Submit and process insurance claims.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.