One click displays a client’s current status, days in current status, and status history. If you use our drop-ticket processing, those status updates populate instantly.
Don’t just store notes – optimize them. Label them as critical, confidential, or personal to make sure you get the right information at the right time.
No more missed opportunities or forgotten follow-ups. Current tasks are on your dashboard, with both current and completed tasks displayed in the client record.
See every policy and every detail – from current status to associated tasks, days in current status, quoted details, requirements, notes, and more.
Use an unlimited number of custom tags to create segmented client lists. From health-specific tags to planning need indicators, our tags are your key to targeted marketing.
You're invited to an immersive 2-day advanced sales workshop hosted by our partner, Pinney Insurance.