Manage cases, track commissions, and stay connected
Manage business operations remotely by viewing active cases and policies from the home screen. Track commissions and incentives if applicable. Monitor client actions, policy anniversaries, and notable events to stay informed.
Manage customer data with contact records containing details, notes, tasks, call history, and messages. Add or update customer information, set reminders, and receive alerts. Access tasks and notes on-the-go.
Check balances, transfer funds, pay bills, recharge
Check balances and account movements for multiple accounts. Transfer funds between accounts and to external banks. Pay bills and recharge accounts directly from the . Access savings, loans, pensions, and investment fund details.
Manage client work with invoicing, payment acceptance, and project communication. Send and receive emails, enable push notifications for alerts, and manually share forms and schedulers. Accept payments via Tap to Pay in person.
Book and track client appointments with easy scheduling and customer records. Send automatic text reminders via WhatsApp or SMS. Manage schedules from the or any browser. Customers can book appointments through the or online calendar.
Check balances and view transactions anytime. Send money to contacts via email. Deposit checks instantly. Monitor score and linked accounts. Track pending transactions. Manage accounts and set alerts.
Accept card payments via generated payment links. Process multiple payment types beyond physical POS capabilities. Manage transactions and view payment history within the .