Add-ons picked for the Finance & Insurance Workspace, surfaced right after you choose it.

• Custom PDF (Policies) — Generate and manage custom policy documents with unique layouts and fields, populated automatically from CRM data and e-signature ready.
• Multi-Factor Authentication — Add an extra layer of login security to protect sensitive client and business data.

Available with any Finance & Insurance Workspace tier. No setup or activation fee. Third-party usage (SMS, WhatsApp, voice, AI, payment processing, cloud storage, and external APIs) is billed separately by the provider.