Get insurance by entering personal and policy details. Compare coverage options and pricing. Save and share with clients. View policy summaries and contact support for assistance.
Connect with agents through chat groups and track referrals. Create and manage collaboration spaces. Share files and messages securely. Monitor client interactions and project progress.
Make and receive calls using a softphone interface. Send and receive XMPP messages. Check call status and transfer calls using shorthand extensions. Access presence information. Connect over WiFi or cellular data.
Manage leads with contact details, notes, and follow-up reminders. Create and view maps for client locations. Get turn-by-turn navigation and route optimization for visits. Track progress and update lead statuses in real time.
Manage remotely by viewing critical business information anytime. Track referral details, access agent contact data, and monitor referral status without needing to be in the office. Share referral links and update statuses directly through the .
GPS for Investigators enables real-time location monitoring of field agents. Clients can view instant updates on investigator positions. reduces unnecessary phone calls by providing location data.
Create, view, and complete tasks. Add leads and contacts. View lead website activity. Schedule appointments. Call, email, or text leads directly. Sync with the Platform for real-time updates.
Real estate agents can search for referral by area, team name, or operator name across the U.S. and Canada. View results on a map or list. Add favorites to quickly access frequently used contacts.
Manage client data with digital questionnaires and assessments. Track leads and organize business activities. Streamline client intake and monitor progress within a single platform.