Manage insurance policies and track premiums. Submit proposals and monitor team performance. Access real-time data and notifications. Generate reports and communicate with clients securely. Perform transactions and update customer information.
Manage branches, contacts, and team members from a single interface. Track client and prospect records, schedule appointments, and set reminders. Handle multiple insurance policies and types. Access login details from SMD.
Track driving trips to earn insurance discounts. Receive a trip score and feedback on driving behavior. Set goals to improve driving skills and reduce risk. Sync with vehicle systems for real-time data.
