Create and customize sales presentations for insurance products. Upload and organize policy documents. Share presentations via email or link. Track client interactions and follow-up notes. Schedule and manage appointments.
by Bankers Life and Casualty Company★ 3.33 ratingsFinanceFreeData updated 2026-09-08
Track driving miles to calculate costs. Set coverage levels including full coverage or minimum liability. Receive instant coverage approval. Adjust policy terms and manage payments through the .
Track mileage and record expenses with receipt capture. Manage clients, leads, and sales with document uploads, reminders, and notes. View profit, expenses, and broker fees per sale. Generate tax reports and track buyer activity.
Provide current data based on GPS or IP location. Select any city globally for forecasts. Display hourly data for 72 hours and daily forecasts up to 15 days. Offer Fahrenheit or Celsius temperature options. Show comfort level indicators.
Create, edit, and share documents, spreadsheets, and presentations. Support for Microsoft Word, Google Docs, and PDF formats. Format text and paragraphs with advanced options. Insert tables and customize fonts from a library of over 70 options.
Track speed with a graphical dashboard and analog/numeric display. View current location, weather, and temperature in Celsius or Fahrenheit. Switch between kilometer and mile units. Customize dashboard colors and use an analog compass.
Manage and health insurance policies with policy tracking and renewal reminders. Calculate premiums using tax and pension calculators. View coverage details and submit claims directly. Access policy documents and contact support for assistance.
Create and manage roofing project proposals with product visuals and specifications. Share proposals with clients and track project status. Connect with distributors and designers for product sourcing and collaboration.
Manage policies by uploading documents and viewing policy details. Track earned from coverage. Set reminders for policy renewals. Link accounts to view coverage status. Earn points for maintaining active policies.
Create and manage invoices, quotes, and sales orders. Track payments and send reminders. Generate reports on unpaid invoices and sales. Email, print, or fax documents directly. Send client statements and recurring invoices.
Mirror device to TVs, computers, or any browser-accessible device on the same network. Share content over WiFi for remote viewing during presentations or with others. No special setup required.
Land areas using GPS and map data. Draw boundaries with swipes to calculate plot size. Save and view measurements. Share results via email or messaging. Sync with other devices for accurate tracking.
Mirror phone to smart TV with full resolution and no delay. photos and videos directly from camera roll. Works with most smart TV brands without needing a TV or additional hardware. Ideal for presentations.
View personal balance sheet with real-time updates on trades, transactions, and portfolio holdings. Track cash flow and trends daily. data from over 20,000 institutions via Intelligent Aggregation.