The app provides mobile access to client data, appointments, and tasks for professionals. Users can manage contacts, schedule meetings, track tasks, record notes, and view insurance and investment details.
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.
The app provides instant quotes for non-medical, no-exam whole life insurance. It compares rates from top final expense companies for over 200 plans, including guaranteed issue options.
