Our new Agent Mobile App is now live and available in app stores.
As we told the field: “The Agent Mobile App has been redesigned to help you take your business from quote to commission without leaving the couch (unless you want to).”
The app is a complete tool to help agents make sales and to service their customers. Agents can tap into their business directly from the app’s home screen.
There’s also client intelligence embedded to connect agents to their clients’ needs.
The app team highlights the top five features:
- Home screen highlights of business activities and insights at a glance.
- Client intelligence, showcasing policy actions taken by clients, policy anniversaries and other notable events, and things needing to be followed up on.
- Book of business, the whole thing, right in an agent’s pocket.
- New business and eDelivery, with trackers and integration.
- Quick Quote, giving current and prospective clients a quote in seconds.
Anyone who has questions about the new app can contact Nate Walters or Mike Healy of the Digital Platforms team.