Find businesses nearing renewal with location-based alerts. View incumbent carriers, current rates, and additional details. Access Latest Flags for follow-up calls and search by company name for prospecting.
Track and manage trips with purpose and type input. Modify trip details and send reports to admins. Automatically log mileage and claim payments. Add parking or toll expenses. Set trips to private outside working hours.
And bank employees can send car photos to the company. Upload images directly from the device. Add notes or descriptions to each photo. Share files via email or internal messaging systems. Track submission status and manage multiple uploads.
