Receive and manage home insurance claims directly on the device. Conduct inspections, capture photos, and document findings in real-time. Submit reports and track claim status through the Platform.
View claims and contact producers directly. Add photos and notes to claims. Manage documentation and track updates in real time. Share information with team members securely.
View personal information, submit FSA reimbursement receipts via photo, check claims status and history, review benefit summaries, and access company resources.
View policy details, manage vehicles and drivers, generate Auto ID cards, issue Certificates of Insurance, report claims, request policy changes, and submit questions.
Organize tasks into four quadrants based on urgency and importance. Set reminders, track progress, and categorize tasks by project or priority. Export lists and sync across devices.
Stay connected with customers by messaging them anytime. Capture leads proactively and assign conversations to team members or departments. View contact details, send email follow-ups from chats, and set conversation statuses.