Easily convert leads into clients with our brokerage software's efficient lead management tools. Track and organize leads with detailed client information and communication history.

Stay on top of your insurance
operations in real-time.

Our platform offers real-time updates on clients, policies, claims and financials, giving you a comprehensive view of your business at all times. With real-time analytics, you can quickly identify and address any issues that arise. You can also set up alerts and notifications to stay informed of any important changes or updates, allowing you to make informed and timely decisions to keep your operations running smoothly and efficiently.

Our intelligent reporting feature provides you with in-depth insights into your insurance operations. It gives you access to a variety of customizable reports, including clients, policies, claims, and financials. These reports are designed to give you a detailed understanding of your business, and they can be easily exported and shared with others. They also help you identify patterns and trends in your data, which can help you make better-informed decisions. With our intelligent reporting, you can gain a deeper understanding of your business, improve your operations and make data-driven decisions.