Manage insurance and mortgage products for Swiss clients. View and update policy details. Access account information and transaction history. Receive notifications about policy changes. Submit claims and contact support through the .
Manage request submissions through a centralized platform. Track and respond to inquiries in real-time. Organize and prioritize tasks with customizable categories. nd share reports instantly. Integrate with calendar for scheduling follow-ups.
Track and split invoices with clients. Automatically divide invoice amounts between you and your business partner based on agreed percentages. Generate daily, weekly, and monthly reports with detailed summaries.
