Showing 101–120 of 1,000 ranked alternatives.
Signature Auto Group Ltd.
Manage customer data and sales leads
Track deals from initial contact to final sale with deal tracking features. Manage customer interactions through lead tools. Organize contacts, notes, and communication history. Generate reports and analyze sales data.
Mutual of Omaha Insurance Company
Get instant insurance securely
Get insurance by entering personal and policy details. Compare coverage options and pricing. Save and share with clients. View policy summaries and contact support for assistance.
Mangomint, Inc.
Book appointments and manage bookings
Book appointments and manage schedules with calendar integration. Track client history and send reminders. Set service rates and generate invoices. Monitor business performance with analytics.
Integrity Marketing Group, LLC
Get quotes, manage accounts, and work anywhere
Manage client and policy information with snapshots and task lists. View recent activity and set reminders. Access quick quotes in 10 seconds. Use single sign-on for secure login. Work remotely with integrated quote tools and policy status updates.
Industrial Alliance Insurance and Financial Services Inc.
Manage investments and track portfolios
Manage investments with real-time portfolio tracking and performance analysis. View detailed fund information and historical data. Place trades, set up recurring contributions, and access customer support through secure messaging.
Sawhney Systems, Inc.
Plan your finances and track expenses
Plan and analyze personal finances with tools for retirement forecasting, Social Security decisions, and investment strategies. Calculate retirement readiness, compare housing options, and assess IRA conversions.
Applied Systems Inc.
Instant client data for producers.
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.
SimpleCrew, LLC
Upload photos, track progress, report work
Street team members can upload photos and report work progress to clients and managers. Track campaign updates and share proof of activity without battery drain or crashes.
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