You get to know at any time how your business is doing and where you should focus your efforts to get value and growth. We got you covered.
Have total control of managing clients and embedded Lead Management.
Create, edit, delete and manage policies. This includes bulk management by staff, department, branches, etc
Capture all payments and its respective documents and details.
Our intuitive dashboard provides real time visual reporting of all aspects of your operations. From Clients to Products to Sales to Commissions, etc