Manage cases, track commissions, and stay connected
Manage business operations remotely by viewing active cases and policies from the home screen. Track commissions and incentives if applicable. Monitor client actions, policy anniversaries, and notable events to stay informed.
Track growth by viewing money-in and money-out trends with performance graphs. Access full transaction statements to filter credits and debits. Monitor accumulated values per day and review detailed transaction history.
View account balances and transaction history. Transfer funds between accounts. Deposit checks via photo. Send and receive money with recipient details. Set up alerts for account activity. Lock or unlock accounts remotely.
