AgentPresent

Side-by-side plan presentation

Free · In‑App Purchases · Designed for iPad. Not verified for macOS.

iPad

Compare life, Medicare, and wealth products side by side on iPad. For licensed agents. Not a quote or recommendation. AgentPresent helps licensed insurance and financial professionals compare products side by side during client meetings on iPad. What it is - Supplemental visual aid for in-person presentations - Side-by-side specification comparison - Agent playbook with discussion notes (agent-only, not advice) - Client presentation mode with large type - PDF export and a live share link for follow-up What it is not - Not a quote engine or comparative rater - Not underwriting software - Not a product recommendation, ranking, or suitability tool - Not a CRM replacement Modules (included on Free and Pro) - Life: Term and IUL - Health: Medicare Supplement - Wealth: Annuities and financial presentations - P&C: Homeowners HO-3 compare Free tier: all four modules, three comparisons per day, up to two competitors, and client presentation mode. PDF export, share links, carrier PDF upload, and unlimited comparisons are Pro. Licensed professionals only. All case-specific numbers are entered by the agent. Subscriptions AgentPresent Pro is an auto-renewable subscription in the iPad app. Pro Monthly is a 1-month free trial, then US $6.99 per month. Pro Yearly is US $49.99 per year, with no free trial, charged at purchase. Payment is charged to your Apple ID at confirmation of purchase. The subscription renews automatically unless you cancel at least 24 hours before the end of the current period. Your account is charged for renewal within 24 hours before the period ends, at US $6.99 per month or US $49.99 per year. If you purchase a subscription during a free trial, any unused portion of that trial is forfeited. Manage or cancel in Settings → Apple ID → Subscriptions. Deleting the app does not cancel the subscription. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ AgentPresent Terms: https://agentpresent.app/terms Privacy Policy: https://agentpresent.app/privacy

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Updated client presentation mode, offline retry screen, and subscription overview. Free includes all four modules, with three comparisons a day.

Version 1.0.8

The developer, WISE INTERNATIONAL LLC, 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 Linked to You

    The following data may be collected and linked to your identity:

    • Purchases
    • Contact Info
    • User Content
    • Identifiers

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Seller
WISE INTERNATIONAL LLC
Size
34.3 MB
Category
Business
Compatibility
Requires iPadOS 16.4 or later.
  • iPad
    Requires iPadOS 16.4 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
Languages
English
Age Rating
4+
In-App Purchases
Yes
Copyright
© 2026 WISE INTERNATIONAL LLC
  • Developer Website
  • Privacy Policy

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