Feature

SMS alerts

The moment a quote lands, you get a text. And you can process documents into the app straight from that text — no need to be at your desk to keep a deal moving.

The problem it solves

Quotes don't arrive on a schedule. If nobody's watching the inbox, a quote can sit for hours — or a broker follow-up goes unanswered — while the clock runs toward an effective date. Speed to respond is part of how you win the business.

How it works

When inbox monitoring flags a relevant email, it fires off an SMS to the right person. From that text, you can push the attached document into the app to be parsed or filed.

• Instant notification when a quote or key reply arrives.
• Process from a text — parse or save a document without opening a laptop.
• Fewer dropped balls on time-sensitive submissions.

Why it matters

You respond faster, brokers hear back sooner, and time-sensitive submissions don't stall just because someone was away from their inbox.