Over 25 useful features
ready to help you improve your workflow
Beautifully designed and easy to use modules displaying your common tasks and projects, your appointments, the pending cancellations or the accounts coming up for renewal.
You can quickly see your agents’ performance in terms of sales and commissions, monitor carrier downloads and recent endorsements, and follow up on your prospects. All displayed elegantly on your Dashboard.
Important events are automatically placed in your calendar. Reminders for events such as the birthdays of your insureds are scheduled automatically.
You will not forget to call that big commercial client on her birthday. We will remind you via e-mail and by placing notifications on your Dashboard.