Partners - Feature Overview
Edited
The ‘Partners’ feature allows users to create and manage profiles of the insurance companies and partner businesses that offer their products and services to the clients.
Similar to the ‘Contracts’ and ‘Contacts’, this feature offers the table list and the ‘Partner Details’ view.
The CRM integration with the Community App synchronizes data and allows mobile application users to view and manage insurance products that they have purchased and contact representatives of the partner insurance companies via the hotlines for support.