Manage your insurance agency from one clear workspace.

Your customers connected with their policies, communications, documents, and daily priorities.

One clear view

See what needs attention, what's in progress, and what's coming up.

Your priorities, account history, team notes, and in-progress work, together in one place.

Dashboards
See recent activity, upcoming renewals, open quotes, claims, and other priorities.
Activities and notes
Activities, updates, notes, and account history, shared with the whole team.
In progress and upcoming items
Quickly see the status of renewals, quotes, and claims.

Focus on customer relationships

Customers and associated people, communications, records and history, all in one place.

Customers and companies
Keep business and individual customer records connected to the right people, policies, and activity.
Contacts and relationships
Organize the people, roles, and contact details involved in each customer relationship.
Communications in context
Keep notes and communication history attached to the customer and work they belong to.

Workflows that make sense

Customers, policies, documents, and activities stay connected from the first quote through renewal and claims.

Quotes
Requests, insurer responses, supporting documents, and decisions in one place.
Policies and renewals
Policies, insured assets, and renewal workflows connected for each client.
Claims
Claims workflow with customer, policy, documents, activity, and follow-up.

Well Organized Documents

Easily manage your documents around customers and associated items.

Connected files
Upload and attach documents to the customer, asset, policy, quote, or claim.
Up to date
Customer records and associated items always have the most current documents.
Team-wide visibility
Team members can easily see the correct files directly where they are working.

Get your workspace today.

We'll help your team get started.