CIG Mobile vs Summit Global

Up until now, our CIG Mobile App has been limited to only personal auto policyholders. After months of hard work, we are pleased to announce that the app is now available for all personal lines policyholders (homeowners, renters, and more)! CIG personal lines policyholders are now able to: • View their policy details • View account balance and make a payment • Set up automatic payments or update existing settings • Start their claims process • Contact their agent • Register and create their online profile directly in the app

Summit Global gives Summit Global advisors their whole book of business on iPhone: every client, household, account and goal, and every conversation with them, in one place. CLIENTS AND HOUSEHOLDS - Search, filter and sort your clients by status, household, client type and assets. - Open a client to see contact details, accounts, goals, risk assessment, documents and recent interactions. - Group clients into households and see each household's accounts together. ACCOUNTS - See balances and how they have changed, with history charts and fee schedules. - Filter by custodian and status, and sort by value, holder or value at close. - Closed accounts show what they held when they closed. GOALS AND TO-DOS - Track each client's goals and the to-dos that move them forward. - Create and update goals and to-dos on the go. INTERACTIONS - Emails, calls, texts and meetings with clients, synced from your connected email, calendar and phone. - Filter by client, and open any interaction for the details, including attachments. MORE - Record a client's risk assessment with a guided questionnaire. - Look up SDBA plan information. - See your pay at a glance (staff). - Light and dark appearance, following your phone or your own choice. Summit Global is for Summit Global advisors and staff. Sign in with your Summit Global account.