Track policy updates, view dues and balances, check claims status. Submit policy loans digitally. Monitor health metrics and earn rewards for redemption of vouchers and discount coupons.
Access client policy information, make payments on their behalf, look up households by policy or name, view client details for policies, billing, claims, and home assessments, and access or share key client documents.
Manage premiums, buy or renew policies, access documents, and file claims without paperwork. View policy details, track coverage, and receive instant updates. Submit claims digitally and stay informed about policy status and benefits.
The app provides mobile access to client data, appointments, and tasks for professionals. Users can manage contacts, schedule meetings, track tasks, record notes, and view insurance and investment details.
The app allows users to access their Beacon Insurance information. Users can review their insurance portfolio, renew policies, and get assistance with accidents through the claims wizard.
