Platform · Operations
Applications that run the work.
Business Applications turn your CRM from a database into an operating model. Servicing workflows, client portals, coordination tools, and the apps your agency needs to deliver consistent, scalable service.
AgentVia CS
Client Service application — coordinated servicing, requests, and recurring tasks across the team.
Workflows
Standardize how your agency works — onboarding, renewals, claims support, and more.
Portals & Modules
Client-facing portals and internal modules that extend the platform to your needs.
What's included
- AgentVia CS — Client Service coordination
- Configurable servicing workflows
- Recurring task automation (quarterly check-ins, renewals, etc.)
- Client and producer portals
- Document collection and e-signature flows
- Notifications and SLA tracking
- Custom modules built on the Contact Platform
- Tight integration with Modern CRM and AI Solutions