The app provides tools for agents to manage leads, communicate intelligently, and organize tasks. It offers features for team management, listing updates, and accessing resources for business operations.
The app provides 24/7 access to insurance information and the agency. It allows for secure bill pay, access to auto insurance ID cards, and instant file sharing.
Manage leads with instant push notifications and 1-touch access to details. Communicate via call, text, or email. Send mass messages and share properties directly. Create and edit saved searches. Filter and sort leads for efficient task management.
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 tasks with voice and text commands. Create and edit documents, send emails, and schedule meetings. Generate images and code. Access calendar, contacts, and notes. Integrate with third-party apps for workflow automation.
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.
Create and send digital estimates, proposals, and contracts. Automate financing and payment capture. Enable e-signatures for documents. Access a resource center for sales tools. Integrate with existing CRM systems.
Manage accounts with real-time balance and status updates for deposits, loans, and FX contracts. Use device as security token and approve payments remotely. Access dashboard for banking activities. Book FX contracts and make secure payments from .
View details including transportation, accommodation, and activities. Check in for flights offline with real-time status updates. Access interactive airport maps and documents. Review daily itineraries and contact agency information.