Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Schedule policyholder appointments and confirm changes by email.
Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.
Track flagged policyholder requests as clear tasks due tomorrow.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.