Field workflow
Not a mobile view of the desktop. The parts you actually need in the field, built for one hand.
See mobileQuoting needs a connection. Document capture works offline and uploads when you reconnect.
It is the same platform, responsive on a phone. No separate install to keep updated.
You can approve and bind within your authority. Signatures are captured electronically on the device.
Run a quote during a meeting rather than promising to follow up
Issue a certificate on the spot when a contract demands one
Photograph a document and attach it to the right record
Check whether a referral has cleared before leaving the client
Run a quote during a client meeting instead of promising to follow up.
Produce a certificate of insurance from the field.
Photograph a document and attach it to the record directly.
Notifications when a submission moves or a referral clears.
Tell us what your producers need in the field and we will show you how it works.
