The app offers insurance producers mobile access to client information, accounts, activities, contacts, and policy details. Producers can email, add activities, and use GPS for mapping and scheduling.
The app provides sales representatives with tools for order taking and customer management. It integrates with ERP systems, allowing access to customer data and digital catalogs for item presentation and order finalization.
The app provides electronic reports and forms for users of the iFlightOps digital document distribution system. Access to a DocBrowser Content Distribution server and specific account information are required for use.
Track deals from initial contact to final sale with deal tracking features. Manage customer interactions through lead tools. Organize contacts, notes, and communication history. Generate reports and analyze sales data.
Register product details to receive support. Locate service contacts by region. Access user manuals and technical documentation for troubleshooting and maintenance.