Six tools insurance agents actually use, daily. Open a card for details.
Join insurance professionals who sign AORs from their phone and never lose a commission again.
Every client gets a complete, living record: contact data, policies, dependents, notes and full history.
Send Appointment of Representative (AOR) authorizations and any document for signature.
Store every policy, application and ID document organized by client.
Write a note, set a reminder, and Nexium nudges you when a client needs attention.
See what's paid, what's pending and which carrier owes what.
Ask the built-in bot for clients matching your market — by product, zip code or life event.
Call, send a WhatsApp or email directly from the client record.