Videos New videos are on the way. Eleven workflows, in order. Check back shortly.
1 1:06 Inbox Sorts the mail. Nothing else to set up. 2 1:10 Public database to CRM One data pipeline into the CRM. 3 1:20 Carrier confirmed to AMS The AMS connection, plus a read-back. 4 1:10 Where it stops: the HALO desk The gate everything else depends on. 5 2:09 GL quoting Three raters plus the customer page. 6 1:59 Workers’ comp Two raters, an AMS update and the customer page. 7 1:38 Certificate The endorsement check on four policies. 8 2:06 Renewal Calendar, remarket, client card and e-sign. 9 2:04 Customer follow-ups Follow-ups, answers, e-sign, payment and HALOs on one account. 10 2:00 Underwriter replies Reads each underwriter’s mail, answers from the file, HALOs in between. 11 2:23 Run it from your phone Boss level. All of it from one chat.
Demonstration only. Fictional agency and test data; no insurance was sold or offered. Documents shown are illustrations. All third-party names and marks belong to their owners; no affiliation is implied.