Oborior comes with these features and more!
-Back to the basics. Simple Client and Agency Management.
-Certificate Generation, Storage, and Verification!
-ACORD App Generation.. Fast!
-Mobile Web App!
-Accounting Suite: Invoice, Deposit, Accounts Payable and Receivable
-Agency Production. See how you are doing, generate reports in PDF and CSV formats, and import your own data to view as well.
-Calendar: Add appointments, renewals, etc.
-Built-In E-Signature Capabilities (Via Separate account with Rabbitsign. API Purchase required) Upload, Send and Track Your documents for E-Signature.
-Document Management. Manage Docs Between Policies and Clients.
-QuoteTracker: Track Your Quotes, Documents and apps in one spot! Can Transform into policy once finished, and all apps stay.
-Widgets- Get a fast look at the day.
-Data Export: Anytime.. Back up and Export Your Data!
-One-Time Purchase: Once you buy it, you own it. Free Updates for 1 year after. After that, you may buy a subscription to continue to receive updates, but the program will continue to run regardless.
-You own your data. Install Locally or To a Web Server. (We use Google Firebase for server-side syncing. Will need a free account with them for data storage and syncing.)
-AI Integration Via Anthropic or Grok AI. Get answers for your policies, production, and generate COIs using SimpleAssistant. (Separate API Purchase may be needed)