Dashboard
Today's numbers, alerts, the activity panel, search and the owner's phone view.
Screens
How to
- Follow the agency from your phoneAdd the owner's summary to your phone's home screen and check money, trips at risk and decisions in a minute each morning.
- Work through today's alertsClear the Needs attention list each morning: open each problem, remind late payers and record balances without leaving the dashboard.
Understand
Questions and problems
Your next season deserves a better system
Set up your agency in an afternoon. Your team will thank you by the weekend.