Digitize and manage documents with advanced scanning tools. Convert papers to PDF, edit text, add annotations, and organize files. Share documents securely and access them across devices.
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.
Compose emails with AI-generated suggestions and customizable templates. Insert placeholders for names and dates. Edit text with grammar checks and formatting tools. Schedule emails for later sending. Attach files directly from the .
Upload images of shipping documents to extract text via OCR. Organize and search documents by type. Share files securely with team members. Automate data entry for invoices and bills of lading. Track document status and access files offline.
