The app provides tools for agents to manage leads, communicate intelligently, and organize tasks. It offers features for team management, listing updates, and accessing resources for business operations.
The app provides 24/7 access to insurance information and the agency. It allows for secure bill pay, access to auto insurance ID cards, and instant file sharing.
Manage requests, resolve issues, and track progress
Mobile allows agents to triage, act on, and resolve service requests offline. Update work status and accept tasks via native device features. Manage end user issues with an intuitive interface. Sync data when online.
Manage leads with instant push notifications and 1-touch access to details. Communicate via call, text, or email. Send mass messages and share properties directly. Create and edit saved searches. Filter and sort leads for efficient task management.
Manage business operations with real-time updates on reservations, bookings, and cancellations. Adjust rates and availability, and manage inventory. Upload and tag images to enhance listing visibility.
Manage multiple accounts with real-time balance tracking. Add recurring or one-time transactions. Mark transactions as cleared or pending. Transfer funds between accounts. Reconcile transactions and view visual spending reports.
View product details, solutions for retail, transportation, and residential sectors, and access resources including purchase records and rewards. Scan product serial numbers for verification and support.
American Family Life Assurance Company of Columbus US
Manage policies, track claims, and communicate securely
File claims for clients, including wellness claims, using a streamlined process. Use the "Similar Claim" feature to quickly file multiple wellness claims. Manage policies and access client information securely.
Schedule and manage real-time video calls, SMS, and phone calls with clients. Access instant matches based on location and preferences. Track property listings and client interactions. Send personalized messages and schedule appointments directly.