Mobile Broker
Business
Free
Technology is an important investment and it is vital you have the best tools to not just get the job done, but get it done faster and easier. Just like you, your customers have changed their expectations. Mobile Broker can help you meet their new expectations.
The days of Commercial producers calling into the office to get client information are in the past. You can now deliver immediate responses to your Commercial clients. Get access to clients, policy and submissions directly from your iPad in real-time. You can access policy info or even start new submission both online and offline in real-time. This is your commercial office on your iPad.
Sales and Service – mapping tool that quickly shows where your Client is located (with directions)
- View Client and Prospect information
- View/Create activities and attachments
- View Policy Information for existing client
- Easily and efficiently gather and record risk details
- Create submissions to be emailed or printed immediately
- Work online or offline (automatic sync with online connection)
E&O Exposure – is reduced by eliminating re-keying errors
Efficiency – Producers now upload the risk details directly into the submission so there is no need to re-key information when in the office
Access & Security – You decide how much access you want your staff to have
- Information transmitted to and from the app is encrypted
- If you are online data is uploaded directly to your servers or
- If not online its stored securely on the device until you are connected and then uploaded
- It’s the best of both worlds
Workflow Efficiency – Users can stay on top of their tasks
- Suspenses (to-do’s) can be viewed, created, modified or completed from the app
Ratings & Reviews
Mobile Broker 24R1 Highlights:
On both iPhone and iPad it will now be possible to add & edit, and interact with customer & prospect contacts directly in our Mobile Broker App. This allows brokers to update SIG in real time or contact customers directly from their mobile devices.
For full details, please review Mobile Broker 24R1 release notes on your MyVertafore KnowledgeBase
The developer, Keal Technology, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Location
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Keal Computer Services Inc.
- Size
- 29.7 MB
- Category
- Business
- Compatibility
Requires iOS 16.0 or later.
- iPhone
Requires iOS 16.0 or later. - iPad
Requires iPadOS 16.0 or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English and French
- Age Rating
4+
- 4+
- Copyright
- © 2024 Vertafore, Inc.