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EverQuote Pro Mobile from EverQuote Pro

Mobile-friendly platform that enables agents to manage leads, track performance, and connect with potential customers directly from their devices.

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Product analysis by function

Mobile Sales Enablement Tools for Distribution and Agency Management

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 ...

User Experience & Accessibility
(2 Yes /2 Known /11 Possible features)

Quoting & Policy Issuance
(0 Yes /0 Known /11 Possible features)

CRM Integration & Customer Data Management
(6 Yes /6 Known /9 Possible features)

Document Management & e-Signatures
(0 Yes /0 Known /9 Possible features)

Payments & Collections
(0 Yes /0 Known /9 Possible features)

Analytics & Reporting
(5 Yes /5 Known /9 Possible features)

Integration & Interoperability
(3 Yes /3 Known /7 Possible features)

Security, Compliance & Data Privacy
(2 Yes /2 Known /9 Possible features)

Agent Productivity & Collaboration
(3 Yes /3 Known /8 Possible features)

Training & Knowledge Resources
(2 Yes /2 Known /8 Possible features)

Deployment & Support
(4 Yes /4 Known /8 Possible features)

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Multi-device support Supports smartphones, tablets, and possibly specialized hardware.		EverQuote Pro Mobile supports smartphone and tablet use; the platform is designed for mobile agents.
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.		No information available
Configurable dashboards Allows users to customize their landing dashboards for relevant insights.		No information available
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.		No information available
Guided onboarding Step-by-step guidance for new users to become proficient quickly.		Website and reviews mention guided onboarding for agent adoption.
Role-based UI customization Adjusts visible features and workflow depending on user role (agent, supervisor, etc.).		No information available
Quick login (biometric or PIN) Uses biometrics (fingerprint, face), PIN, or OTP for rapid and secure app access.		No information available
Dark mode Option for a user interface that reduces eye strain in low-light conditions.		No information available

Instant quote generation Ability to produce quotes in real time based on inputted customer data.		No information available
Underwriting rules engine Automated decision-making on eligibility and pricing based on configurable underwriting rules.		No information available
Policy binding from the field Agents can bind policies without waiting for office approval.		No information available
E-signature capture Enables clients to sign applications and documents digitally.		No information available
Document upload (photos/PDFs) Ability to attach supporting documents directly to applications from camera or files.		No information available
Pre-filled forms Auto-populates customer or policy data to minimize manual entry.		No information available
Real-time premium calculation Calculates policy premiums instantly as user changes options or values.		No information available
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.		No information available
Pre-integrated product catalog Access to up-to-date lists of available insurance products and coverage options.		No information available
Risk assessment integration Links to third-party data sources for automated risk evaluation (e.g., address validation, credit, etc.).		No information available

Contact management Enables viewing, creating, editing, and organizing client profiles from the mobile interface.		Product is focused on managing leads and client profiles from mobile, which is core contact management.
360-degree client view Presents all relevant client information (policies, interactions, claims, etc.) in one view.		Website shows unified client information, calls, texts, and lead status in one screen (360-degree client view).
Activity logging Automatically records agent actions and key events for compliance and follow-up.		No information available
Notes & task management Allows field agents to add notes and set reminders or follow-up tasks for customers.		Will allow agents to add notes, reminders, and follow-up tasks for leads as per sales enablement feature set.
Lead management Tools to capture new leads, assign priority, and track progress from initial contact to closure.		Lead management is the core use case for EverQuote Pro Mobile and is referenced in all marketing materials.
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 history (calls, texts) is a major element in the EverQuote mobile application's sales workflow.
Sync with master CRM Bi-directional data syncing between the mobile device and main CRM system.		Syncs data with EverQuote's web platform, which is the master CRM.
Import/export capability Supports bulk customer data import or export.		No information available

Integrated document repository Central place to access and manage all client and policy documents.		No information available
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.		No information available
Secure document sharing Allows safe sharing of documents with clients or underwriters directly from the mobile device.		No information available
Embedded e-signature workflow Supports fully digital signing process within the app, including signature requests.		No information available
Compliance checks (KYC/AML) Automated checks for regulatory compliance when uploading/processing customer documents.		No information available
Document scanning via camera Translates photos or scans of documents into digital records.		No information available
Bulk document upload Enables uploading multiple documents at once.		No information available
Automatic document expiry notifications Notifies agents/clients if specific documents are nearing expiration or need renewal.		No information available

Mobile payment gateway integration Accepts payments via major payment providers and cards.		No information available
Premium calculation and breakdown Shows a detailed calculation and allocation of customer premiums including taxes and surcharges.		No information available
Instalment plan support Allows splitting premium payments into scheduled instalments.		No information available
E-receipt issuance Provides electronic payment receipts immediately after transaction.		No information available
Automatic payment reminders Notifies clients and agents about upcoming payment deadlines.		No information available
Payment status monitoring Real-time update on the payment success, failure, or pending status.		No information available
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.		No information available
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.		Website lists customizable reports feature for agent and agency performance.
KPI dashboards Widgets and charts displaying key performance metrics in real time.		Performance KPIs for agents and sales metrics are visualized via dashboards.
Conversion tracking Measure lead-to-quote and quote-to-policy conversion rates.		No information available
Policy lapse analysis Detect and report on lapses or cancellations by segment.		No information available
Product mix analysis Breakdown of sales by product, coverage type, or demographic.		No information available
Goal tracking and alerts Allows agents or teams to set, monitor, and receive alerts about personal or team targets.		Agents and teams can set and track goals in the product per marketing materials.
Agent activity analytics Tracks and reports on agent activities, frequency, and outcomes.		Agent activity tracking featured—as core selling point for agency management.
Export to Excel/CSV/PDF Enables reports and analytics data to be exported.		Reports can be downloaded/exported in Excel/CSV according to the EverQuote feature list.
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.		EverQuote Pro Mobile provides API integration with CRM and agency management platforms.
Third-party data integration Connects to third-party risk-data providers, payment processors, or government APIs.		Product listing highlights integration with third-party lead vendors and marketing automation tools.
Single sign-on (SSO) Supports enterprise authentication methods like SSO or SAML.		No information available
Cross-platform interoperability Works with different operating systems (iOS, Android, Windows, etc.).		Platform is available for both iOS and Android.
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.		No information available
Plugin/module ecosystem Allows for certified plugins or add-ons to enhance core functionality.		No information available

Data encryption at rest and in transit Applies strong encryption standards to protect all sensitive data.		No information available
Role-based access control Defines permissions based on user roles (agent, admin, manager, etc.).		Agent/admin roles are supported and access/viewing rights can be customized (per documentation and demos).
Regulatory compliance (GDPR, HIPAA, etc.) Supports data handling requirements for relevant jurisdictions.		EverQuote is compliant with applicable data privacy regulations; statements about GDPR made on corporate page.
Audit logs Maintains comprehensive and non-editable logs of all critical actions.		No information available
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.		No information available
Session timeout Automatic logout after a defined period of inactivity.		No information available
Incident response and alerting Automatic alerts and escalation for detected security incidents.		No information available
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.		In-app chat for agents is highlighted as a collaboration feature on the product page.
Team calendar integration Shares calendars and schedules across agents and teams.		No information available
Task delegation & monitoring Supervisors can assign and track completion of tasks.		Supervisors can assign and monitor tasks for agents as shown in screenshots and feature set.
Internal announcement board Space for organization-wide news, product updates, and motivational content.		No information available
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.		No information available
Performance leaderboard Shows real-time performance rankings among agents.		Performance leaderboard for agents is shown as a motivation and gamification tool.

In-app help center Embedded access to searchable knowledge bases, FAQs, and troubleshooting guides.		Product support includes searchable help resources and agent guides accessible in-app.
Video training modules Access to short tutorials and explainer videos within the application.		No information available
Product update notifications Alerts when new products, features, or procedural changes are introduced.		Updates about platform features and changes are delivered in-app to users.
Certification tracking Tracks agent certifications, licensing status, and upcoming renewal requirements.		No information available
Live chat support Enables real-time help through chat with support or mentors.		No information available
Self-assessment quizzes Tests agent knowledge of products and compliance topics.		No information available
Knowledge content download Ability to download resources for offline use.		No information available
Usage analytics for training materials Tracks which materials are accessed and how often.		No information available

Cloud-based deployment option Available as a cloud-hosted SaaS solution for easy updates.		Service is available as a cloud-hosted SaaS application, evidenced by the mobile and web-based deployment.
App store distribution Can be published or privately distributed via major app stores (Apple, Google).		EverQuote Pro Mobile is distributed via the Apple App Store and Google Play Store.
Centralized push updates Allows for remote, simultaneous updates to all user devices.		Product can be remotely updated for all users via app stores.
Multi-level support (chat, phone, email) Range of support options for users in the field.		No information available
Self-service troubleshooting tools Wizard-driven diagnostics for common issues.		No information available
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.		No information available
Device compatibility matrix List of supported operating systems and device models.		Device compatibility (iOS, Android) and model support are presented as prerequisites for mobile deployment.

EverQuote Pro Mobile from EverQuote Pro

Product analysis by function

Mobile Sales Enablement Tools for Distribution and Agency Management

User Experience & Accessibility (2 Yes /2 Known /11 Possible features)

Quoting & Policy Issuance (0 Yes /0 Known /11 Possible features)

CRM Integration & Customer Data Management (6 Yes /6 Known /9 Possible features)

Document Management & e-Signatures (0 Yes /0 Known /9 Possible features)

Payments & Collections (0 Yes /0 Known /9 Possible features)

Analytics & Reporting (5 Yes /5 Known /9 Possible features)

Integration & Interoperability (3 Yes /3 Known /7 Possible features)

Security, Compliance & Data Privacy (2 Yes /2 Known /9 Possible features)

Agent Productivity & Collaboration (3 Yes /3 Known /8 Possible features)

Training & Knowledge Resources (2 Yes /2 Known /8 Possible features)

Deployment & Support (4 Yes /4 Known /8 Possible features)