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Insurance Agent Mobile Solutions

The typical insurance agent’s life at work looks like this. Generate leads, meet them. Convert potential leads into clients. Introduce products, sell products and do the follow up. The nature of the work and the requisite regulatory conformations demand lot of paperwork. The 21st century client is very number-savvy, this makes it necessary for the agent to carry lot of papers or lug a laptop explaining the pros and cons of various products and in order to be ahead in the race the agent is continuously on the move with his financial calculators, forms, documents etc. This hampers his efficiency and accuracy at times.

Insurance agents mobile solutions helps the agent to acquire clients and close the deals with reduced paperwork and that too online.

Technologies Powering Insurance Agent Mobile Solutions

  • Mobile

  • Cloud

  • Content Management Systems

How It Works

The Insurance agent mobile solution leverages mobile devices and the internet to enable the agents to perform their tasks more effectively in an efficient manner. The solution provides the following functionalities:

The Insurance agent mobile solution leverages mobile devices and the internet to enable the agents to perform their tasks more effectively in an efficient manner. The solution provides the following functionalities:

  • Effortless access to data

    The solution collects the necessary data from the back end which allows the agent to do away from the regular paperwork. The agent can access corporate data anytime, anywhere.

  • Manage Leads

    Agents can track and manage leads on-the-go.

  • Engaging Material

    The solution enables the agent to provide engaging and personalized sales materials, using rich animation and graphics.

  • Calculator

    The mobile solution also enables the agent to provide financial justification by doing the necessary math for the client which gives him more clarity of the product he is buying.

  • Alerts

    The app provides real time quotes and news and alerts on products

  • Sharing Capabilities

    The app allows the user to check the status of the insurance regarding any processing, pay premiums and send photos in case of claims.

Benefits

  • Greater Automation

    Boost your agent’s productivity by reducing paper-based work and non-selling activities.

  • Reduced Response Time

    Help the agent handle a customer’s queries in real time by giving him access to critical data and online calculators

  • Improved Focus through Analytics

    Track app data to observe trends and engage customers better.

  • Improve scalability leading to better revenue

    Enable your agent to serve more clients by reducing travel time, and paperwork

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