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.
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.
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.
Create and sell digital products in one place. Manage communities, track sales, and connect with customers. Build a creator business with tools for product creation, marketing, and customer engagement.
Manage real estate business with . Connect and chat with other agents and support team. Browse listings, documents, and track leads. Schedule appointments and manage client communications. View performance metrics and update contact information.
Submit property addresses and real estate details to Investments for evaluation. Include information about the property's condition and location. Track submission status and receive referral fees if the property is purchased.
Initiate account setup or update existing information. Submit required documents and verify identity. Link brokerage accounts. Receive real-time updates and notifications. Manage personal details and transaction history.
Access customer data and track pending applications
Access customer and policy details securely. Follow up on pending applications remotely. View and update application statuses. Share documents and communicate with team members. Manage tasks and track progress.
Manage home buying and selling with advanced property searches and custom filters. Save and share favorite listings. Access agent support and resources instantly. View newest coming-soon listings.
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.