Client Management
Comprehensive data collection, from documents to recordings to communication history.
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.
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.
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.
