Mobile-optimized insurance CRM with sales enablement tools including lead management, automated follow-ups, policy management, analytics dashboard, and client communication tools specifically tailored for insurance distribution channels.
Applications and hardware that empower field agents to quote, bind, and issue policies remotely using tablets, smartphones, or specialized mobile devices.
More Mobile Sales Enablement Tools
More Distribution and Agency Management ...
|
Multi-device support Supports smartphones, tablets, and possibly specialized hardware. |
Described as a mobile-optimized CRM with mobile apps available for iOS and Android, supporting smartphones and tablets. | |
|
Offline functionality Ability to access and use core features without an active internet connection. |
No information available | |
|
Multilingual interface Provides an interface in multiple languages to support diverse agent populations. |
Marketing mentions 'multilingual support for agencies and clients' indicating availability of multiple language interfaces. | |
|
Configurable dashboards Allows users to customize their landing dashboards for relevant insights. |
Documentation and product screenshots show customizable dashboards for different users. | |
|
Accessibility to visually/hearing impaired Incorporates features for users with disabilities (screen reader compatibility, adjustable fonts, etc.). |
No information available | |
|
Real-time interface responsiveness Measures how quickly the user interface updates based on user input. |
No information available | |
|
Push notifications Provides timely alerts and reminders for quotes, renewals, and tasks. |
Product offers push notification functionality for tasks, reminders, and client actions as per official site. | |
|
Guided onboarding Step-by-step guidance for new users to become proficient quickly. |
Feature list mentions onboarding checklists and progress modals, providing guided onboarding. | |
|
Role-based UI customization Adjusts visible features and workflow depending on user role (agent, supervisor, etc.). |
Role-customized dashboards and permission structures described throughout documentation. | |
|
Quick login (biometric or PIN) Uses biometrics (fingerprint, face), PIN, or OTP for rapid and secure app access. |
Product supports PIN and biometric login for faster access according to app store descriptions. | |
|
Dark mode Option for a user interface that reduces eye strain in low-light conditions. |
App screenshots and feature lists mention optional dark mode theme. |
|
Instant quote generation Ability to produce quotes in real time based on inputted customer data. |
Demo videos and marketing cite 'instant quote' tools within the application. | |
|
Underwriting rules engine Automated decision-making on eligibility and pricing based on configurable underwriting rules. |
Underwriting workflow rules are configurable and automated per product documentation. | |
|
Policy binding from the field Agents can bind policies without waiting for office approval. |
Marketing emphasizes 'bind policies from anywhere in the field', direct agent-to-policy binding. | |
|
E-signature capture Enables clients to sign applications and documents digitally. |
Document signing is featured in official product videos, enabling digital e-signature capture. | |
|
Document upload (photos/PDFs) Ability to attach supporting documents directly to applications from camera or files. |
App supports attaching documents or images directly from the mobile device as per app and site documentation. | |
|
Pre-filled forms Auto-populates customer or policy data to minimize manual entry. |
Demo and documentation indicate support for pre-filled forms based on stored CRM data. | |
|
Real-time premium calculation Calculates policy premiums instantly as user changes options or values. |
Premium calculations are done in real time as users adjust options within the quote workflow. | |
|
Quote-to-bind turnaround time Average duration from quote initiation to policy binding. |
No information available | |
|
Policy issuance PDF instant download Allows policies to be generated as downloadable PDFs on the spot. |
Policy PDF is generated and downloadable instantly according to feature matrix. | |
|
Pre-integrated product catalog Access to up-to-date lists of available insurance products and coverage options. |
Insuredmine includes a catalog of insurance products as per feature pages. | |
|
Risk assessment integration Links to third-party data sources for automated risk evaluation (e.g., address validation, credit, etc.). |
Supports integration with various risk data sources (address, MVR, etc.) as per technical documentation. |
|
Contact management Enables viewing, creating, editing, and organizing client profiles from the mobile interface. |
All core CRM functionalities (viewing, creating, editing contacts) available in the app. | |
|
360-degree client view Presents all relevant client information (policies, interactions, claims, etc.) in one view. |
Marketing and demo screens show consolidated view of all client data—policies, interactions and activity. | |
|
Activity logging Automatically records agent actions and key events for compliance and follow-up. |
Every agent action is logged for compliance and visibility as per support documentation. | |
|
Notes & task management Allows field agents to add notes and set reminders or follow-up tasks for customers. |
Agents can add notes and reminders for follow-up within mobile app. | |
|
Lead management Tools to capture new leads, assign priority, and track progress from initial contact to closure. |
Feature set lists 'lead pipelines', status tracking, and prioritization tools. | |
|
Duplicate record detection Alerts users to potential duplicate customer entries. |
No information available | |
|
Client communication history Stores email, SMS, and call history related to each customer. |
Communication logs are retained per customer in system (SMS, email, tasks). | |
|
Sync with master CRM Bi-directional data syncing between the mobile device and main CRM system. |
Real-time bi-directional sync to primary CRM/back office systems is a supported core integration. | |
|
Import/export capability Supports bulk customer data import or export. |
Bulk import/export supported both for migration and ongoing agency use. |
|
Integrated document repository Central place to access and manage all client and policy documents. |
Document center functions as a repository for all client/policy docs. | |
|
Document versioning Tracks and manages different versions of files uploaded or edited. |
No information available | |
|
Searchable document database Ability to search and filter documents using keywords and metadata. |
System offers keyword and metadata-based search for all documents. | |
|
Secure document sharing Allows safe sharing of documents with clients or underwriters directly from the mobile device. |
Secure in-app document sharing for clients is advertised. | |
|
Embedded e-signature workflow Supports fully digital signing process within the app, including signature requests. |
Embedded workflow allows e-signature requests and completion in-app. | |
|
Compliance checks (KYC/AML) Automated checks for regulatory compliance when uploading/processing customer documents. |
KYC/AML checks can be automated on uploaded documents per API level documentation. | |
|
Document scanning via camera Translates photos or scans of documents into digital records. |
Document capture via mobile device camera is supported by the app. | |
|
Bulk document upload Enables uploading multiple documents at once. |
Bulk uploading of documents is listed as a user feature. | |
|
Automatic document expiry notifications Notifies agents/clients if specific documents are nearing expiration or need renewal. |
Expiration notifications for required documents and licenses are available. |
|
Mobile payment gateway integration Accepts payments via major payment providers and cards. |
Mobile payment integrations (Stripe, etc.) are referenced on the website and demo. | |
|
Premium calculation and breakdown Shows a detailed calculation and allocation of customer premiums including taxes and surcharges. |
Premium calculations with detailed breakdowns are shown in proposal PDFs and client view. | |
|
Instalment plan support Allows splitting premium payments into scheduled instalments. |
End users can set payment schedules, supporting instalment plans for clients. | |
|
E-receipt issuance Provides electronic payment receipts immediately after transaction. |
Electronic receipts delivered on payment completion, per app store reviews and documentation. | |
|
Automatic payment reminders Notifies clients and agents about upcoming payment deadlines. |
App notifies agents and clients by push, email, and SMS before upcoming payments. | |
|
Payment status monitoring Real-time update on the payment success, failure, or pending status. |
Payment status visible in real-time in client interface and agency dashboard. | |
|
Refund processing Supports initiation of premium refunds from the mobile app. |
No information available | |
|
Payment security (PCI-DSS compliance) Conforms to current data security standards for payment processing. |
PCI-DSS compliance mentioned for payment integrations. | |
|
Transaction speed Average time for payment transaction to complete. |
No information available |
|
Customizable sales reports Ability for agents and managers to create ad hoc or scheduled sales reports. |
Sales and financial reporting modules can be customized by agent or team. | |
|
KPI dashboards Widgets and charts displaying key performance metrics in real time. |
KPI dashboards are a core feature; shown in marketing and in-product. | |
|
Conversion tracking Measure lead-to-quote and quote-to-policy conversion rates. |
Conversion analytics for leads/quotes/policies available in Analytics Dashboards. | |
|
Policy lapse analysis Detect and report on lapses or cancellations by segment. |
Policy lapse and cancellation reporting is enabled via the analytics toolset. | |
|
Product mix analysis Breakdown of sales by product, coverage type, or demographic. |
Product-based and market-segment reporting is featured on analytics documentation. | |
|
Goal tracking and alerts Allows agents or teams to set, monitor, and receive alerts about personal or team targets. |
Goal and target tracking modules allow setup for agents/teams, with notifications. | |
|
Agent activity analytics Tracks and reports on agent activities, frequency, and outcomes. |
Agent activity analytics available alongside productivity reporting in real time. | |
|
Export to Excel/CSV/PDF Enables reports and analytics data to be exported. |
Reports and datasets can be directly exported in CSV, Excel, PDF formats. | |
|
Real-time data refresh rate Frequency with which data on the dashboard is updated. |
No information available |
|
APIs for core systems (policy admin, claims, CRM) Provides APIs for seamless data exchange with policy administration, billing, claims, and CRM platforms. |
REST APIs available for integrations with policy admin, claims, and external CRM systems. | |
|
Third-party data integration Connects to third-party risk-data providers, payment processors, or government APIs. |
Third-party integrations documented for risk data, payments, telephony, and more. | |
|
Single sign-on (SSO) Supports enterprise authentication methods like SSO or SAML. |
Supports enterprise authentication via SSO including Google, SAML. | |
|
Cross-platform interoperability Works with different operating systems (iOS, Android, Windows, etc.). |
Product is cross-platform for iOS, Android, and web browsers. | |
|
Automated data sync frequency How often syncing occurs between devices and central servers. |
No information available | |
|
Webhooks Supports triggering workflows or alerts based on app events. |
Webhooks for workflow automation and notifications are described in developer resources. | |
|
Plugin/module ecosystem Allows for certified plugins or add-ons to enhance core functionality. |
Marketplace for add-ons and integrations (plugin/module ecosystem) available for users. |
|
Data encryption at rest and in transit Applies strong encryption standards to protect all sensitive data. |
Data encryption both at rest and in transit is detailed in product security documentation. | |
|
Role-based access control Defines permissions based on user roles (agent, admin, manager, etc.). |
Role-based access permissions are core to the user management system. | |
|
Regulatory compliance (GDPR, HIPAA, etc.) Supports data handling requirements for relevant jurisdictions. |
Product lists compliance with GDPR and US state privacy rules; optionally HIPAA for life/health verticals. | |
|
Audit logs Maintains comprehensive and non-editable logs of all critical actions. |
Audit logs maintained for all user actions and important system events. | |
|
Device/app remote wipe Allows wholesale data wipe from lost/stolen devices. |
No information available | |
|
Two-factor/multi-factor authentication Requires extra authentication steps for higher security. |
App supports multi-factor authentication for logins/admin actions. | |
|
Session timeout Automatic logout after a defined period of inactivity. |
Session timeout and auto-logout features described in admin console settings. | |
|
Incident response and alerting Automatic alerts and escalation for detected security incidents. |
Incident detection, notification, and response workflow provided as part of security suite. | |
|
Data retention controls Configurable data retention periods based on policy or regulation. |
No information available |
|
In-app messaging/chat Enables communication between agents, supervisors, and back office. |
Product includes in-app chat for agent-to-agent and agent-to-supervisor communication. | |
|
Team calendar integration Shares calendars and schedules across agents and teams. |
Multi-user team calendar sync is a published feature. | |
|
Task delegation & monitoring Supervisors can assign and track completion of tasks. |
Task assignment and progress monitoring by management is supported. | |
|
Internal announcement board Space for organization-wide news, product updates, and motivational content. |
Internal announcement feed available for organization communications. | |
|
Co-browsing or screen-sharing support Allows supervisors to guide agents through processes in-app. |
No information available | |
|
Voice note recording and sharing Agents can record and send quick voice messages to each other or to back office. |
No information available | |
|
Automated follow-up scheduling Smart reminders and auto-scheduling for next steps with clients. |
Automation for follow-up reminders is included in the CRM task engine. | |
|
Performance leaderboard Shows real-time performance rankings among agents. |
Leaderboard and performance ranking modules for agents are available. |
|
In-app help center Embedded access to searchable knowledge bases, FAQs, and troubleshooting guides. |
Knowledge base and searchable in-app help center are built into the mobile app. | |
|
Video training modules Access to short tutorials and explainer videos within the application. |
In-app video tutorials and training modules are available for onboarding and feature usage. | |
|
Product update notifications Alerts when new products, features, or procedural changes are introduced. |
Product change and update alerts are pushed to agents in real time. | |
|
Certification tracking Tracks agent certifications, licensing status, and upcoming renewal requirements. |
Certification and licensing renewal tracking is a specific vertical feature for insurance agencies. | |
|
Live chat support Enables real-time help through chat with support or mentors. |
Live chat with support and mentors is built in per feature descriptions. | |
|
Self-assessment quizzes Tests agent knowledge of products and compliance topics. |
'Test your knowledge' quizzes are available within the app for agent training. | |
|
Knowledge content download Ability to download resources for offline use. |
Knowledge/training content can be downloaded for offline access by agents. | |
|
Usage analytics for training materials Tracks which materials are accessed and how often. |
Training usage analytics are provided in admin dashboard for tracking agent participation. |
|
Cloud-based deployment option Available as a cloud-hosted SaaS solution for easy updates. |
The system is fully SaaS and supports cloud-based deployment options. | |
|
App store distribution Can be published or privately distributed via major app stores (Apple, Google). |
Apps are listed in Apple App Store and Google Play. | |
|
Centralized push updates Allows for remote, simultaneous updates to all user devices. |
Product supports centralized push updates to all user devices. | |
|
Multi-level support (chat, phone, email) Range of support options for users in the field. |
Support options include in-app chat, telephone, and email for end users. | |
|
Self-service troubleshooting tools Wizard-driven diagnostics for common issues. |
Troubleshooting and diagnostics available through guided wizards in the app. | |
|
Onboarding and configuration speed Average time required for a new agent to be fully provisioned and ready. |
No information available | |
|
Usage reporting to IT/admins Accessible reporting on user adoption and health status. |
Admins can view adoption and health status through a dedicated dashboard. | |
|
Device compatibility matrix List of supported operating systems and device models. |
Full documentation of supported OS/platforms for mobile and web apps is available. |
This data was generated by an AI system. Please check
with the supplier. More here
While you are talking to them, please let them know that they need to update their entry.