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.
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.
Monitor credit scores and track changes over time. Categorize transactions to analyze spending habits. Set savings goals and create budgets. Send money instantly between individuals or accounts. Schedule bill payments and manage payees.
Access listings with property search by address and location. View hotsheet activity and market stats. Retrieve full listing details including property history and exclusive agent information. Use tools to manage leads and client interactions.
Manage customer support tickets from multiple channels including email, phone, chat, Facebook, Twitter, and website. View all accessible tickets, prioritize them, and respond directly from your phone.
Manage customer support tickets with priority settings and status updates. View and respond to messages, assign tickets, and track resolution progress. Access customer history and conversation logs.
Real estate agents and clients can access real-time market data and share listings and documents across devices. Built-in messaging allows for faster communication. Users can search properties and receive activity notifications.
Manage customer interactions by updating notes, tasks, and attachments. Access sales and service records offline. Track progress on deals and manage leads. Sync data across devices and update records in real time.