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.
Set daily goals using AI-powered planning tools. Track progress with task lists and habit streaks. Generate business ideas and manage project timelines. Receive personalized reminders and motivational prompts to stay focused and consistent.
Create and manage lists for goods or services. Add client-specific pricing and generate orders based on the . Track client information and reference pricing during transactions.
The app displays barcode data in large text and passes barcode contents to a URL. It can trigger PassSource triggers and test iBeacon triggers for nearby passes.
