Product Features

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Access client information -

• Maintain client contact information including address, phone, e-mail, notes, history, claim timelines with attachments and more.
• Search for clients through various fields

Manage and grow client relationships -

• Email clients directly from their profile.
• Add unlimited data and time-stamped notes along with timelines to track important details.
• Keep track of family members and client interests.
• Manage renewals on each policy with a monthly list of expiring policies automatically emailed to you.

Track a claim with ClientElite's Timeline Builder

• Record dates and times of each event until the claim is settled.
• Insert photos, documents, video pertaining to the claim

Keep track of your schedule -

• Choose a daily or weekly email reminder with your Calendar to stay on top of your schedule.
• Plan calls, meetings, and appointments.
• View your calendar by day, week or month.

Increase efficiency with secure, shared client data

• All users will have the most up-to-date information at their fingertips!
• Access with a secure username and password