Full CRM Access
Manage all business aspects, including calls and appointments, directly through the app for streamlined operations.
Lead Portal
Instantly receive leads into your app with real-time notifications when prospects complete online forms.
Data Collection
Utilize comprehensive data collection for tailored coverage recommendations and early risk assessments for more accurate quotes.
Mobile Business
Provide quotes, fill and submit applications, and in many cases, issue policies on the go, right from the app.
Carrier Connectivity
Access a broad network of top carrier partners for diverse policy options directly through the app.
Advanced Case Management
When working with our carrier partners, experience instant tracking and case management without the need for carrier website logins or wholesaler delays.
One Tool, Multiple Products
Access multiple products like Term Life Insurance; Disability Insurance; Dental Insurance; Short Term Medical; Vision Insurance; Accident, Critical Illness, and AD&D; Final Expense.
Policy Management
Centralized dashboard with automated reminders for renewals and deadlines ensures you never miss a beat.
Quote Aggregation
Access and compare real-time quotes from multiple insurers, using intuitive tools to highlight the best policy features and prices.
Advanced CRM & Analytics
Harness robust CRM capabilities with targeted communication strategies, complemented by in-depth analytics and customizable performance tracking for strategic decision-making.