Get customers
Answer customers
Work for you
Reach people
Give agents tools
Run and ship
Manage insurance leads, customers, policies, notes and tasks
Search leads by contact, assignment and pipeline.
15 fields
Create a personal lead in an explicit pipeline and stage.
Get lead details.
1 field
List notes on a lead.
Add a note to a lead.
2 fields
List tasks for a lead.
Search customer records, returning one page.
11 fields
Create a customer assigned to an explicit agent.
12 fields
Get customer details.
Add a note to a customer.
List tasks for a customer.
List written policies for a customer.
List AMS policies for a customer.
Search tasks by assignee, status, period and dates.
10 fields
Create a task; meeting invitees may receive invitations.
Get task details.
Update task details; supply the intended title, due time and assignee.
Mark a task completed.
Reopen a completed task.
Permanently delete a task.
List the agency's employees to prove the connected account.
List pipelines and their stages.
List the agency's lead sources.
List the agency's tags.
