ClientAgent | PulseDrive Core

The core platform for B2B clients to manage their insurance business, offering a seamless and intelligent experience with advanced data visualization and prompt-based customization.

Data types

  • Contact
  • Opportunity
  • Case
  • Agent
  • Commission
  • Campaign
  • EmailTemplate
  • MarketerOverride
  • AuditLog
  • CaseNote
  • CaseDocument
  • CaseCommissionDetail
  • CaseRequirement
  • CustomRole
  • Lead
  • AgentOpportunity
  • Task
  • ContactActivity
  • Workflow
  • Document
  • Notification
  • Household
  • ContactAddress
  • ContactEmail
  • CaseChecklist
  • CaseCommunication
  • UnderwritingRule
  • CaseRuleViolation
  • PolicyIssuance
  • CaseCollaboration
  • Policy
  • ServiceRequest
  • PolicyHistory
  • CampaignImpression
  • MessageThread
  • Message
  • ExternalAccount
  • DripCampaign
  • DripCampaignStep
  • DripCampaignEnrollment
  • SharedOutreachMessage
  • LeadNote