Pipeline & Search Menu

WC Policy Details

WC Data, business details, locations

CRM Capability

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

Reports

Class, Carrier, Xstate

Integrations

Calendar, CRM integrations, Zapier

Print/Export

Additional Data

OSHA, DOT, Benefits

Mobile App

iPhone, Android

LossRunner

Loss Run release form generator

Settings

Class/Industry Look Ups

Class, GL, SIC Cross-Reference

Commercial Reports

Benefits Platform

Commercial Platform

User Questions

Common Usage Questions