Manage client communications with bulk text messaging for personalized outreach. Create and manage Scope of Appointment documents. Track appointments and client interactions. Access policy information and submission tools.
Track drivers and workforce in real time with location updates and activity logs. Manage logistics and delivery schedules with route planning and task assignments. Monitor vehicle performance and fuel usage.
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.
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 transportation schedules and track vehicle locations in real time. View route details and update delivery statuses. Communicate with dispatch through in- messaging. Receive notifications about service alerts and maintenance needs.