Plan, customize, and manage insurance policies
Manage insurance policies with customization for health, critical illness, and accident coverage. Offer financial planning including retirement strategies and pension fund advice. Provide tailored solutions based on individual financial situations.
Showing 21–40 of 1,000 ranked alternatives.
Citadel Federal Credit Union
Manage accounts, deposit checks, view balances
Manage accounts with a single login. Deposit checks instantly. Check balances and view recent transactions. Review transaction history including credit card activity. Access financial health tools and budgeting features.
GuideStone Financial Resources
Track investments and view account details
Access investment overview and account details. View retirement plans and investment holdings. Track market performance and receive updates on account changes. Manage insurance policies and review coverage options.
Alatorre Avendano y Compania, S.C.
Manage insurance policies and track renewals
Manage insurance policies by viewing contracted policies, downloading PDFs, checking renewal dates, and accessing agent contact information. Track policy expiration and next renewal.
Next Insurance Inc.
Manage policies and send certificates instantly
Manage business policies by viewing documents and receiving notifications on claims and payments. Create and send certificates of instantly. Add and manage third-party followers for certificates.
PRUDENTIAL FINANCIAL, INC
Manage insurance policies and payments
Access policy details, review coverage, update beneficiaries, manage payments, view statements, activate insurance, and track policy status. Send secure messages and receive notifications.
Quantix LLC
Buy insurance policies and manage coverage
Manage insurance policies for vehicles, property, and individuals. View purchase history across all platforms. Report damages and submit claims for car, home, business, and travel coverage. Track policy details and manage claim requests.
SimplePay Zrt.
View purchase history and manage tickets
Manage financial accounts with multi-bank card support. View purchase history, mobile tickets, event passes, and insurance policies. Access product details and transaction records. Sync payment methods from any bank.
Guardian Product Solutions, LLC
Manage insurance policies and invoices
Manage insurance policies by viewing billing details, paying invoices, and accessing policy information. View and print documents, upload photos, contact agents, and request policy changes. Receive notifications and messages. Access policies 24/7.
Banco Safra SA
Open business account digitally
Manage business finances with a digital PJ account. View balances, track expenses, and receive notifications. Access tailored financial solutions and manage company accounts securely.
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.
United National Life Insurance Company of America
Quote insurance policies and access educational videos
Quote and apply for United National Life Insurance policies. Access marketing materials and educational videos. View policy details and submit applications directly.
International SOS Assistance, Inc.
Plan trips, access support, stay informed
Plan trips with personalized checklists based on destination and travel profile. Access trusted medical and security advice from global experts. Retrieve vaccination and health information.
Woodforest National Bank
Manage finances on the go securely.
The app helps manage finances with tools to stay connected to accounts, move money, and keep financial life on track. Users can deposit checks, pay bills, and monitor credit scores.
Seeking Alpha Ltd.
Track stock prices and market
Access real-time financial and market . Track stock prices and charts. Set customizable alerts for watched stocks. View earnings reports and transcripts. Manage a portfolio with tracking tools.
PB Fintech Limited
Invest in health insurance to save tax
Compare insurance policies, calculate tax savings from health insurance purchases, and invest in ULIP or term insurance plans to reduce income tax. View tax-saving benefits, compare plans, and make informed investment decisions.
PEGASUS TRANSTECH CORPORATION
Scan documents, submit reports, accept loads
Track shipments and manage documents with real-time scanning and instant delivery. Submit accident reports and OS&D forms directly. Review and accept loads with integrated navigation for trucking routes.
Work Angel Technology Ltd
Access care, track sessions, connect with providers
Access mental support, legal advice, financial guidance, and career services 24/7. Track wellbeing goals, connect with care providers, and manage records. Receive personalized resources for physical, mental, and financial wellness.
Ubiquiti Inc.
Manage doors, users, and security policies
Manage control by monitoring doors, users, and security policies. View real-time event logs and track visitor activity. Receive push notifications for doorbell rings. Remote view camera feeds and manage cards and reader devices.
BROKERS, OOO
Store insurance documents anytime, anywhere
Store all necessary insurance documents in one place for easy access. View policies for OSAGO, KASCO, DMS, life, property, and accident insurance. Access federal program "Protection and Care.
An Do
Calculate and plan investments
Calculate and track investment growth. Input initial amount, rate, and time. View projected returns and retirement timelines. Adjust variables to test different savings strategies.
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