VA AgentAssist
App for Agents & Agencies
Free · Designed for iPad
The VA AgentAssist app gives Virginia’s Insurance Marketplace’s certified Agents, Agency Managers and Admin staff access to their book of business with just the tap of a finger. The VA AgentAssist app offers a detailed view of the client list with the option to filter based on enrollment details or contact information. Not only are Agents able to search and filter their client list, but they can easily call, text, or email clients directly from the app.
Agents can set their AgentConnect availability ON and OFF with the help of AgentConnect toggle button. This button will be available on the app with the same behavior (to override the default hours). The button will only be shown to the Agents who are participating in the AgentConnect program.
The Agency Manager and designated Admin Staff will have the ability to transfer a consumer delegation from one Agent to another within their agency.
When a new delegation request is received from a client, Agents receive a notification and can immediately accept the delegation within the app. The delegation screen will always show pending delegations, so a new client request is never missed.
The app dashboard also shows Agents’ performance over a week, month, and year in terms of number of enrollments. Users will be able to access their Secure Inbox Book of Business Summary notice on the mobile app.
Following the principles of Security from Inception, the application has been developed with Security and Privacy in mind and is MARSe compliant, so that the Protected Health Information and Personally Identifiable Information of consumers is kept safe.
Ratings & Reviews
This app hasn’t received enough ratings or reviews to display an overview.
Updated the App Store age rating to comply with Apple’s latest guidelines.
The developer, VIMO, Inc., 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 Collected
The developer does not collect any data from this app.
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- VIMO, INC.
- Size
- 45.8 MB
- Category
- Business
- Compatibility
Requires iOS 15.1 or later.
- iPhone
Requires iOS 15.1 or later. - iPad
Requires iPadOS 15.1 or later. - iPod touch
Requires iOS 15.1 or later. - Mac
Requires macOS 12.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- ©2024 Virginia’s Insurance Marketplace