Orange County Brokerage
Business
Free
This FREE app helps you quote and apply for life insurance in minutes! OCBIS features all the top carriers to ensure the best coverage for the lowest possible price for your clients. You simply quote and apply we do the rest! Time is money so don’t waste any by completing a paper application or waiting for quotes over the phone. To learn more about OCBIS please visit our website www.ocbis.com or call us at 714-550-0159 or toll-free (866)357-9329
**A+ rated carriers
**Best comp possible
**Up to the minute quotes
**Multi-carrier drop ticket
more - Updated Software Packages
- Added Annuity Product
- Implemented Health Analyzer Feature
4.52.0 Feb 20
- Fixed an issue where the Protective E-Ticket sows an error message at completion when no error occurred
- General code and server maintenance
4.50.0 04/30/2023
- Updated password requirements for additional security
- Small Adjustment to date inputs on E-Tickets
4.32.0 11/23/2021
- Adjustments to the Prescreener tool interface
- Behind the scenes adjustments
4.30.0 09/19/2021
- General backend enhancements
4.27.0 03/27/2021
- Quote results may now display more actions for each product
4.26.0 02/09/2021
- General bug fixes and performance improvements
4.25.1 12/30/2020
- Bug fix where some links were displaying twice in the Resources tool.
- Visual improvements throughout the app
4.22.0 09/05/2020
- Updated Needs Analysis tool with more in depth questions about the client’s financial needs to calculate face amount more accurately.
- General bug fixes
4.21.0 07/08/2020
- Flat Extra now accepts entries with decimals
- Behind-the-scenes improvements and adjustments
4.20.0 05/08/2020
- New: Expanded Quote Details screen
- Selected Filters now displayed at top of quote results
- Compare Checkboxes now selectable
- Carrier selection bug fix
- Fixed a bug where the app would crash if results only had one result
4.19.0 03/12/2020
- Added select/unselect all to carrier selection screen
- Added Table Rate information to Email and Text messages
- Fixed bug where not all resources would display in Resources tool
- Fixed bug where an inaccurate carrier count was displayed on the Quote Criteria screen
4.18.0 01/22/2020
-New Quote Comparison feature allows you to compare product premiums within the app. Additionally, you can now generate and share a quote comparison PDF.
-Fixed display glitch in Quote Results that pushed the AM Best Rating off screen for some products
-Added DOB to some form fields if Age was used to run the quote.
4.17.1 11/12/2019
- Calculate Quotes by Age/Nearest Age
- Updated Resources tool appearance
- Adjustments to Quote Criteria appearance
4.16.0 09/18/2019
- Final Expense and Whole Life now available
- New My Profile section allows agents to edit their user profile in the Settings section
- Improved UI for Notifications tool
- Logout, Privacy Policy, and Terms of Service moved to new Settings section
- Updated layout of login screen
- Updated UI of Consumer Quoter
4.15.0 09/04/2019
- You can now include Flat Extra while quoting
- Bug fix where Prescreener wasn’t completely resetting for new prescreeners
4.12.0 05/10/2019
- Minor bug fixes
4.11.1 03/27/2019
- Improved carrier search
- Bug fix where filtering by Online Application would occasionally cause the app to crash
- Bug fix where push notifications were not always sending
- General visual and performance improvements
4.11.0 03/23/2019
- The quote filtering view can now be dismissed by tapping the quote list.
- Improved state text input to make the autofill option more visible.
- Tablets can now be used in landscape mode!
- Minor tablet-specific layout improvements made throughout the app.
- New animations have been added and existing animations have been improved.
- Fixed a bug where filtering with an online application would cause the app to crash.
- If a carrier logo fails to load, its name will now display instead.
4.10.0 02/21/2019
-Quote multiple Health Categories and Product Types at once
-Quote Substandard Health Categories
-Limit Carriers selected for a specific quote
-Quote Riders
-Advanced filtering options
-Search Quote Results
-Quote results preserved until the app is closed or has been inactive for a long period of time
-Number of quotes results displayed at the top of the Quote Results screen
-Move between Quote Criteria and Quote results without running a new quote
-Ad duration bug fixed
4.9.0 01/22/2019
Minor Bug Fixes
4.8.1 11/21/2018
- Improved support for viewing PDFs linked in the app.
4.7.0 10/25/2018
- Bug Fixes resolving an occasional app crash at launch
4.6.1 09/27/2018
- Button added to webviews to open currently viewed webpage in a browser.
- Agent contact in consumer quoter no longer requires address and phone number.
- E-Tickets tool- language for submitted tickets has been adjusted to be more clear what stage of the process the ticket is on.
- Some E-tickets when viewed in the E-ticket tool would cause the app to crash when opened. This has been corrected.
4.6.0 09/14/2018
- Hyperlinks can now be sent in Push Notifications
- Consumer Quoter reflects same default State as Life Quotes Tool
- Agent Search adjusted to show agents in default State in initial search
- State Displayed in E-Ticket Fields
- Bug fix were Lead Notifications recorded the incorrect State
- Loading indicator added while webviews are loading
- ApplicInt Integration error message more visible. There will now be a pop up explaining the cause of the error
4.5.0 08/14/2018
- Updated Software Packages
- Added Annuity Product
- Implemented Health Analyzer Feature
more Version 4.52.0 Feb 20
Data Linked to You The following data may be collected and linked to your identity:
Contact Info Identifiers Diagnostics Data Not Linked to You The following data may be collected but it is not linked to your identity:
Identifiers Usage Data Diagnostics 