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.
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.
Workers can complete onboarding tasks, clock in and out with geo-tagged location, submit time-off requests, view the company calendar, and navigate the employee directory. They can also view and share open positions.
Register for sessions and view schedules. Network with peers through chat and matchmaking. Access venue maps and conference updates. Participate in surveys and polls. Receive push notifications for event changes.
