Unify

Unify is an insurance-focused CRM and field operations app designed for agents, branch managers, regional heads, and back-office teams. Manage leads, prevent duplicate records, track lead status, onboard customers digitally, and coordinate follow-ups from one platform.

The app supports multi-step insurance applications, KYC workflows, secure document uploads, medical appointment scheduling, payment processing, product catalogs, quote generation, premium calculations, and suitability assessments. Teams can schedule meetings and calls, check in and out using location services, track activity history, and manage assignments across branches and reporting hierarchies.

Unify also provides lead conversion tracking, activity reports, push notifications, offline access with automatic synchronization, Salesforce integration, encrypted document handling, and geo-tracking for field activities.