It is built for insurance management! Everything flows together. Review collected by and hosted on G2.com.

Proposals—- we need more help to make a modern design. Review collected by and hosted on G2.com.

This tool streamlines my workflow, making tasks more efficient, and the support team responds very promptly whenever I need assistance. Review collected by and hosted on G2.com.

It's challenging to generate reports, especially when trying to use the filters properly. Review collected by and hosted on G2.com.

It's a necessary evil. Some things are intuitive with a top down approach. Review collected by and hosted on G2.com.

If you're stuck or lost there are few resources to help get back on track. It's either you know it, you don't, or you submit a ticket. Review collected by and hosted on G2.com.

The platform makes it very easy to manage reports, actions, and customer service. I find the process straightforward and efficient. Review collected by and hosted on G2.com.

There were previously multiple steps or downloads required for the same endorsement or renewal, but I believe this issue has now been resolved. Review collected by and hosted on G2.com.

the ease of use and easy to track task for each client and policy. Review collected by and hosted on G2.com.

the clicks currently to do things are a huge negative. Review collected by and hosted on G2.com.

It is easy to reach anyone when needing help. Review collected by and hosted on G2.com.

The changes sometimes become to much. Something fixed, something else breaks. Constantly having to learn, find, relearn Review collected by and hosted on G2.com.

very user friendly and the easy all the Number of features and account is included Review collected by and hosted on G2.com.

there is to many steps in some fields, and I feel like you combine steps Review collected by and hosted on G2.com.

How many things you can accomplish in one system Review collected by and hosted on G2.com.

I would have said the look, but it have definitely improved. Review collected by and hosted on G2.com.

Good CRM, this company is always updating there system. Review collected by and hosted on G2.com.

Documents migrate very slow to client and retail portal. Review collected by and hosted on G2.com.

Ease of use and great knowledge based for continuous learning of systems Review collected by and hosted on G2.com.

Some steps are cumbersome or repetitive. Review collected by and hosted on G2.com.