Watea 4+

Watea Financial Technologies Inc.

Designed for iPad

    • Free

Screenshots

Description

The Wātea app enables brokers and independent agents to cover every aspect of a life or health insurance sale.

Brokers need just this one app to do business including: receiving leads (with push notifications) directly into the app from third-party lead vendors (if they so choose), providing quotes/illustrations, submitting proposals, tracking/managing cases, accepting payments and in some cases even providing clients with a policy (number)...all in one app on a phone or tablet.

The producer literally does not need to leave the Watea app, even to manage cases or set up appointments with clients.

Currently, the app offers Term Life Insurance, Short-Term Health Insurance, Accident Insurance and Disability Insurance products. Permanent Life Insurance, including whole life and IULs and Annuities coming soon!

What’s New

Version 1.1.9

Wātea app now enables the sale of Century+ Individual Disability Income, Term Life, Dental and Vision insurance plans in all U.S. states.

App Privacy

The developer, Watea Financial Technologies 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.

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

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