Manage client interactions by viewing engagement with marketing materials. Register open house attendees and track task notifications. Receive alerts for client birthdays, home anniversaries, and activity updates.
Search and enroll in Medicare Advantage Plans based on individual circumstances. Filter plans by Medicaid status, extra help, chronic conditions, VA coverage, and medications. Drag and drop benefits to prioritize features.
Register open houses, track client interactions, send
Manage client interactions by viewing engagement with marketing materials. Register open house attendees and receive notifications for tasks, birthdays, and client activity.
Track insurance policies and client data. Set reminders for birthdays and contract expiration dates. Send follow-up messages to agents. Manage agent and client relationships. Sync with partnership companies.
Manage requests, resolve issues, and track progress
Mobile allows agents to triage, act on, and resolve service requests offline. Update work status and accept tasks via native device features. Manage end user issues with an intuitive interface. Sync data when online.
Manage property listings by editing prices and remarks. Search properties by address, map location, or other criteria. View hotsheet activity and market statistics. Access full listing details and stay connected with leads and clients.
Manage transactions and automate processes for real estate agents and clients. Sync data between agent and client apps. Send personalized greetings, news, and articles to clients.
Manage property showings with scheduling, appointment tracking, and feedback collection. Share showing details with clients. Access a dedicated call center for support. Sync showing data across devices. Generate reports on showing activity.
Manage policies with real-time updates and instant coverage. View policy details, submit claims, and communicate with agents and carriers. Access digital forms, track claim status, and receive notifications for policy changes.