Features
AI-powered scheduling & dispatching
Customer management & history
Automated appointment reminders
Invoicing & payment processing
Real-time tracking & notifications
Mobile app for field techs
Customizable service templates
Two-way SMS & email communication
Multi-channel application suite (online, in-person, phone)
Underwriting workbench with rules engine
Automated digital policy issuance
White-labeled customer self-service portal
Agent portal with sales management tools
Admin portal for post-issue servicing
TPA services for carrier servicing
Claims initiation via admin and customer portals
Performance IQ for operational insights
Data Optimization Suite for data modeling and activation
Innovation Lab for AI tooling access
Responsive illustration tools for agents
Digital payments and post-decision adjustments
Digital sales enablement for agents
Multi-product support (life and annuities)
