Manage leads with instant access to detailed information. Make and receive calls or SMS on the go. Monitor live calls and provide real-time guidance via whisper features. Track progress and close deals remotely.
Track field staff visits with photos, location, and time. Managers can view client visits globally. Plan and assign visits to the sales team. Quick start with registration. Use face recognition for touchless attendance.
Find businesses nearing renewal with location-based alerts. View incumbent carriers, current rates, and additional details. Access Latest Flags for follow-up calls and search by company name for prospecting.
Track work processes and manage projects with task assignment, timeline planning, and progress monitoring. Access real-time data, generate reports, and collaborate with team members.
