The app manages client information, including organization and scheduling. It provides a simple interface with sections for lawyers, clients, reports, and a scheduler to organize appointments and track income.
by Aleksey Tselinko★ 5.01 ratingsBusiness$19.99Data updated 2026-11-08
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.
Manage client appointments and schedules with integrated contact information. Create, email, and print invoices for services. Track important accounts and visualize invoice entries.
