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.

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.

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.

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.

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.

Document management

Your digital library

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

Document management
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