Guide: Mobile Apps
Joined April 2021 | Last Updated July 2024
Insurance Agent App is changing productivity, engagement and connectivity for the policyholder, agency and company. Life is better when things get done faster and easier, right when you need it.
Features & Quick Stats
How Insurance Agent App Helps Independent Agents/Brokers: We increase productivity by reducing service workload to give back selling time, increase retention, reinforce the agent as a source of knowledge, and increase ease of doing business. Our mobile app creates an instant 24/7 policyholder self-service platform that is integrated with the AMS and the agency, and is connected to all insurance companies. The mobile app strengthens customer relationship while better managing customer service costs and creates one service container for all policyholder tools: policy data, quotes, quote-rate-bind, cross-sell, e-pay, cert management, policy changes, bill pay, claims, etc.
AI Capabilities: Insurance Agent App uses Flutter and React Native libraries which are continually updated with AI elements we can incorporate. More specifically for features like annual policy reviews in-app and via the Online Client Portal
Integrations: HawkSoft, QQCatalyst, NowCerts, EZLynx (coming soon)
Certifications/Awards: 2017 Winner, ACORD InsurTech Innovation Challenge 2019 ACORD Top Ten InsurTechs
Partnerships: Vertafore Orange Partner Program, Deep AMS Integrations with: QQCatalyst, Hawksoft, NowCerts (& Better Agency), EZLynx, with more coming
Key Features:
- 24/7 Access
- Vehicle ID’s & Policy Info
- Carrier-Connected
- Agency-Branded App Icon
- Change Requests
- Bill Pay
- Claims Reporting
- Client Portal
- Certificate Requests
- Secure 2-Way Doc Sharing
- Easy Referrals
Website: insuranceagentapp.com
Contact: [email protected]
Headquarters: Charlotte, NC
Number of Employees: 14
Area of Operations: USA
Product Reviews
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Insurance Agent App Product FAQ
Founded in 2012, Insurance Agent App is the premier policyholder service platform for Independent Agents (IAs) because of how we have streamlined the fragmented and inefficient transfer of data between carriers, agencies, and policyholders.
Company Name
Insurance Agent App
Product Name
Insurance Agent App
Can the app be branded with the agency logo?
Yes
Is your app a container app or a custom app published under the agency name?
Container app
Is there anything else about the mobile app you want Catalyit agents to know?
We’re acknowledged to be great people to do business with and we’re in this for the long haul. We have taken NO outside VC/PE funds, which gives us extreme flexibility. We are beholden to only our customers and the IA distribution channel. We believe that’s a good thing.
Is it easy for clients to see their coverage limits and deductibles or do they have to view their policy?
Coverages, Limits & Deductibles are data points, not unstructured PDF data, received from an AMS.
What feature(s) are you most proud of?
- We keep the AGENCY at the center-point of the mobile app, not one of the carriers a policyholder is insured with.
- Our integrations are deep, complex and reliable.
- We do not scrape carrier websites to “access” data using login credentials not associated with our operation. We believe any entity that “uses” credentials that are not “theirs” is not a “best practice”; in fact, it’s bad ju-ju!
- Our underlying code framework is state of the art, and acknowledged to be the “one” to be built-on.
Which of the following actions can a client take on your mobile app?
- View Policy Information & Documents
- Request Service
- Contact Agent (Call, Text, Email)
- Request a Quote
- View Auto ID cards
- View Agency Website
- Request Certificates
- Submit a Change Request
- Accident & Claims reporting
- Claims information and updates
- Home Inventory
- Connects to Agency’s Social Media
- 24/7 Access
- Bill pay
- 2 way Document Sharing
- Chat with an agency Representative
- Receive Push Notifications
- Multiple languages (Spanish & Polish)
- Meaningful Agency & Agent referral element
- PL & CL policy data
- Enhanced Biometric access
Does your product integrate with any management, CRM, or other systems?
Yes
What products do you integrate with?
HawkSoft, QQCatalyst, NowCerts, EZLynx (coming soon)
Do you offer a free trial?
No, we do not offer a “free trial”, but we offer a 30-day money-back guarantee. We want agencies having skin in the game; the reality is that the set-up fee covers the cost of on-boarding and the expense to create a ton of marketing collateral for a new agency sign-up.
What is the length of your contract?
No contract!
Do you consider your pricing less than average, average or premium?
Less than average
Need 1:1 Help?
Our team of industry leaders can help you maximize your existing technology, discover and evaluate potential alternatives, and even assist with implementing new solutions in your agency.
Compare Insurance Agent App to other solutions on the Catalyit Mobile Apps Guide.
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