Business content such as videos and images with contacts and team members. Create and distribute marketing materials. Connect with new contacts and collaborate within the team. Edit and manage shared content directly.
The app allows personal lines policyholders to view policy details, account balances, and payment settings. Policyholders can also initiate the claims process and contact their agent through the app.
Create detailed job quotes using custom labor rates, material costs, and workflow. Input project details to generate accurate estimates. Track job costs and compare pricing across projects. Export quotes and invoices in multiple formats.
Track and expenses with entry creation and editing. Attach receipts to expenses. Generate invoices and manage . Sync with the and service for law firms.
Apply for mortgages, get pre-approved, and view qualification details. Compare home prices and mortgage payments. Track loan progress and receive milestone updates. Agents can print pre-approval letters and manage client accounts.