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 121–140 of 1,000 ranked alternatives.
Volodymyr Oliennikov
Record issues, track progress, generate reports
Record issues with annotated images, titles, assignees, and comments. Organize tasks into projects and track and client details. Share customizable PDF reports via email.
Tatra banka, a.s.
Open accounts, take loans, manage finances
Open current, self-employed, or business accounts online without visiting a branch. Apply for loans quickly without being a client. Manage finances anytime, anywhere. View account details, transfer funds, and track expenses.
Stratus Data Systems, Inc.
Collaborate, search, and message clients
Real estate agents and clients can access real-time market data and share listings and documents across devices. Built-in messaging allows for faster communication. Users can search properties and receive activity notifications.
Badger Maps, Inc.
Sales and mapping for field professionals.
The app helps field sales and service professionals optimize routes, visualize customer data on a map, and generate new leads. It provides territory management and automated reporting for enhanced field activity.
Keller Williams Realty, Inc. Mobile
Manage leads, close deals, and build client
Manage business operations with lead tracking, client relationship management, and data organization. Create and update client profiles, monitor deal progress, and access real-time analytics.
Liscio, Inc
Message clients securely and share files
Manage client communications through SMS texting, secure messaging, and file sharing. Receive real-time alerts and updates. Track client requests and collaborate with your team. Share documents and respond to inquiries directly from the .
CACAO MOBILE SP Z O O
Bill clients with professional invoices
Create and send professional invoices, estimates, and receipts. Add logos and signatures. Track statuses and payment history. Generate reports. Save unlimited items and customers. Share via email or print. All data is securely stored.
Niva Bupa Health Insurance Company Limited
Claim insurance benefits and manage policies
Manage insurance policies, view coverage details, and track claim status. Access a network of hospitals for cashless services. Receive notifications about policy renewals and benefits. Submit claims and monitor their progress.
Applied Systems Inc.
Instant client data for producers.
The app offers insurance producers mobile access to client information, accounts, activities, contacts, and policy details. Producers can email, add activities, and use GPS for mapping and scheduling.
HYPERLINK INFOSYSTEM INC.
Invoices and receipts
And manage invoices and receipts using customizable templates. Add client details, itemized lists, and totals. Generate professional PDFs and send via email. Track payments and store documents securely.
Vladimir Pronin
Create invoices and estimates quickly
Create professional invoices and estimates quickly by adding product or service details, pricing, and descriptions. nd send invoices via email or messaging. Track payments and manage client information.
Lefage, LLC
Create estimates and invoices quickly
Create estimates and invoices quickly with customizable templates. Add client details, itemized line items, and set payment terms. nd send professional documents via email or messaging. Track payments and view transaction history.
TNT Connects LLC
Engage clients with personalized texts
Send personalized monthly text messages with client names and photos. Choose monthly design templates. Track engagement and responses. Upload content directly. No manual effort required.
Alexandr Nadtoka
Manage client records, set reminders, track monthly
Organize client records and manage contacts. Set reminders for upcoming appointments. View monthly statistics and track client interactions.
PalmAgent Software
Generate buyer estimates and seller net sheets
Calculate closing costs and generate buyer estimates and seller net sheets for real estate transactions. Input property details to receive accurate calculations. Customize email and printout templates for client communication.
VADOSWARE LLC
Generate invoices from estimates
Create and send invoices or estimates on the go. Customize templates and add line items. Save client details and recurring settings. Generate receipts using pre-built formats. Sync with contacts to set up clients quickly.
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.