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.
Sales reps can browse and order products from multiple catalogues using search and filter options. View product details, promotions, and collections. Access customer accounts, order history, and financial data.
Manage customer interactions across WhatsApp, Instagram, Messenger, SMS, website live chat, and more. Respond to messages, track conversations, and integrate with e-commerce, payments, calendars, and CRM systems.
View product details by location and check availability. Manage account information and create transactions. Track transaction status including adjustments, orders, returns, and more. Work offline and sync data when connected.
Track inventory in real time with instant updates on stock levels and product movement. Manage sales and purchases by creating orders, processing payments, and generating invoices. Monitor expenses and revenue through detailed financial reports.