Access client policy information, make payments on their behalf, look up households by policy or name, view client details for policies, billing, claims, and home assessments, and access or share key client documents.
Manage trade-marketing campaigns by initiating, tracking, and reviewing campaign status. Monitor implementation progress, conduct audits, and communicate updates within the platform. Share documents and receive real-time feedback from team members.
Manage event registrations and capture lead data. Edit event details and customize branding. Sync data across devices and access offline features. Share event information and track attendee interactions.
