The app offers insurance producers mobile access to client information, accounts, activities, contacts, and policy details. Producers can email, add activities, and use GPS for mapping and scheduling.
Verify third-party entities through document checks, background screenings, and identity validation. Conduct risk assessments and compliance reviews. Integrate with cloud-based systems for real-time data sharing and reporting.
Create proposals directly from a phone. Add text, images, and pricing. Save and share documents via email or messaging apps. Track client contacts and project details. Integrate with calendar for scheduling meetings.
Create and manage inspection reports with customizable templates. Schedule inspections and send reminders. Share findings with clients and track progress. Collaborate with team members and access historical data. Export reports in multiple formats.
