The app provides tools for agents to manage leads, communicate intelligently, and organize tasks. It offers features for team management, listing updates, and accessing resources for business operations.
Manage requests, resolve issues, and track progress
Mobile allows agents to triage, act on, and resolve service requests offline. Update work status and accept tasks via native device features. Manage end user issues with an intuitive interface. Sync data when online.
Manage real estate leads with real-time tracking of property views, saved searches, and contact requests. Set reminders and add notes to leads. Access a dedicated concierge team for lead nurturing and alert setup.
American Family Life Assurance Company of Columbus US
Manage policies, track claims, and communicate securely
File claims for clients, including wellness claims, using a streamlined process. Use the "Similar Claim" feature to quickly file multiple wellness claims. Manage policies and access client information securely.
Schedule and manage real-time video calls, SMS, and phone calls with clients. Access instant matches based on location and preferences. Track property listings and client interactions. Send personalized messages and schedule appointments directly.
Stay connected with coworkers, customers, and partners through voice calls, video meetings, and chat messaging. Make calls over Wi-Fi, data, or carrier with video and screen sharing. Dial using 4-digit extensions and join ad hoc conference calls.
Manage real estate leads by viewing, organizing, and responding to new inquiries. Tag and track leads for follow-up. Monitor listings with real-time status updates and submit required documents.