Have to applaud the developers for introducing a real mobile app for insurance professionals into the insurance space. I believe it is the first focused on actual agent use. You can tell real insurance people built this. Unlike trying to use a browser on my iPhone or iPad this is a REAL MOBILE APP (why did it take so long for an insurance industry solution provider to build this ? ) Cool things I have found in testing: it works offline (!), even lets me choose my storage destination from popular providers like One Drive, Google Drive, Apple, or Dropbox. I keep my data. It integrates with other apps on my phone like messaging, multiple email systems (even the gmail app) and even WHATS APP ! WOW this is huge for client interaction as this is how they want to receive fillable forms. I can share client files with co workers, in office or in the field. Functionally it is easy to install. ROUGH NOTES is awesome and loads fast. I can see why publishers will want to leverage this tool for share their contents, same for insurance carriers. I would much rather my carriers share their materials through the app. This is to insurance what Netflix was to media. Truth is as a producer I don’t spend much time on carrier sites. So many small nuances have been thought through. Voice entry, I mean who doesn’t like speaking vs typing, so completing client info is a snap, just say it. Excited yes and more to come after further testing.

All the forms and information in my phone! Makes sharing and updating documents with clients sooooo easy. I can set my storage location so I don’t eat up space on my phone. We will be using Inchanted as our agency’s mobile app.

This is the type of product you wish came out years ago but still celebrate that it’s out now

Easy to use and access all the information i need right on my phone.