Pipeline & Search Menu

CRM Capability

Notes, click to dial, contact management, Flags, Groups, Notifications & AgencyDash

Integrations

Calendar, CRM integrations, Zapier

WC Policy Details

WC Data, business details, locations

Retirement Data

Health Data

OSHA

DOT

Mobile App

iPhone, Android

Reports

Class, Carrier, Xstate, Carrier Comparison

Print/Export

Settings

LossRunner

Loss Run release form generator

Class/Industry Look Ups

Class, GL, SIC Cross-Reference

Data Availability

User Questions

Common Usage Questions