Manage real estate referrals by creating, sharing, and tracking listings. Review competitive bids and monitor referral progress from posting to closing. Maintain client information securely within the platform.
Manage claims, export transcripts, and track notifications
Manage insurance claims with multi-claim handling and real-time feedback. Export customizable transcripts. Use AI features and a virtual assistant for support. Send proactive notifications to insureds.
View projects, companies, contacts, action items, and documents. Access frequently used items via favorites and recents. Use global search to navigate quickly.
