Everyone on the same page
Robust communication tools keep internal staff productive while providing for outside communication to policyholders, brokers and agents, and third parties.
Communication
Robust communication tools keep internal staff productive while providing for outside communication to policyholders, brokers and agents, and third parties.
Easily attach documents, images, audio files, notes, and other communications together for fast indexing and service.
Customers and interested parties stay up-to-date with channels to keep them informed of file progress.
Email | Portal | SMS/text | PDF | Print
Support agent and policyholders with self-service portals specific to their individual needs.
Set up alerts on nearly any aspect so you’re always aware of file changes