Integrated case status

Integrated case status

Real-time updates

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.

Available for:
EZlife+ Basic+ Standard+ Professional+ Advanced

Detailed case notes

Essential reminders

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.

Available for:
EZlife+ Basic+ Standard+ Professional+ Advanced
Detailed case notes
Task & event tracking

Task & event tracking

Automate your to-do list

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.

Available for:
Basic+ Standard+ Professional+ Advanced

Policy management

From app to in-force

See every policy and every detail – from current status to associated tasks, days in current status, quoted details, requirements, notes, and more.

Available for:
Basic+ Standard+ Professional+ Advanced
Policy management
Document management

Custom marketing tag assignment

Your blueprint for higher conversions

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.

Available for:
Standard+ Professional+ Advanced

Document management

Your digital library

Upload documents to a client record for instant cloud-based access. Store correspondence, supporting documentation, scans, images, and more.

Available for:
Professional+ Advanced
Document management
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