Features
Six portals. The same six you log into.
These are the CRM's own sections, not a feature list — what you read here is what you open on day one.
Prospecting
The AI, the worklist, the dialer, the inbox, pipelines, and A2P.
Business Tracker
Override revenue from one answer, cost per issued policy, persistency, 1099s and the producer scoreboard.
Recruiting
An applicant pipeline that feeds the rank ladder, plus producer contests.
Clients
The side of the CRM that starts when the policy is written.
Background agents
Six jobs that run on a clock and make tomorrow's decisions better.
Mobile app
The dialer, the inbox and the worklist, on iPhone and Android.
Or skip the reading
Show us your agency and we'll show you the parts that apply.
Thirty minutes, on your product lines, not a generic tour.