IA App Client Service Platform by Insurance Agent App

• 24/7 mobile & online service access for clients
• Preloaded Auto ID cards & policy coverage details
• Instant COI (CERTs OnDemand) & expanded forms for Complex Cert Requests
• Standardize Prefilled Change Requests, Claims, and Incident Reporting (with photos/GPS)
• Bill pay & reminders directly in the app
• Encrypted two-way document and certificate sharing with flexible one-to-many distribution
• Your agency’s brand on the app, portal, and icon — with ready-to-use agency branded marketing, emails, and videos included
• Automated and general Push notifications for updates and reminders
• Multilingual: English, Spanish, Polish
• Easy referral tools for client-driven growth
• Proactive Service Tools: Full Inventory & Full Incident Reporting Features

The core business of Insurance Agent App is empowering independent insurance agencies with a branded Client Service Platform that seamlessly integrates all service layers from policy data and documents to billing, change requests, COIs, and claim reports to deliver a modern, proactive, client-first experience online and via a mobile app. Giving clients 24/7 self-service access to policies, ID cards, COIs, billing, change requests, and claims, shifts service from reactive support to proactive engagement.

Insurance Agent App helps independent agents and brokers flip their service model from reactive to proactive. By providing clients with 24/7 access to proactive self-service tools—allowing them to initiate service requests, view policy information, and access shared documents—the platform significantly reduces the burden on agency staff while delivering a more engaging, transparent, and responsive client experience.

• For Clients: Instant clarity & convenience — preloaded policies, coverages, Auto ID cards, COIs, bill pay, and real-time claims reporting.
• For Staff: Efficiency that matters — fewer emails, fewer calls, less data entry, less redundant tasks, and smoother workflows with AMS integrations utilizing one and two-way APIs.
• For Agencies: Loyalty that lasts — lower service costs, stronger retention, and clients who keep your Agency top of mind, not the carrier’s.

In short, we enable agencies to work smarter, serve proactively, and grow sustainably. With writeback capabilities to AMS systems it saves agencies time and eliminates duplicate work and double entry.

EZLynx, HawkSoft, Momentum, QQCatalyst, AMS360, ClientCircle, AgencyZoom. All payment and finance companies. 900+ carriers. View all industry partners.

Through intelligent automation and AI, Insurance Agent App streamlines workflows, reduces low-value service requests, and standardizes high-level service needs—all while empowering clients with 24/7 access to their policies, ID cards, COIs, billing, change requests, and claims.

Important company certifications: SOC 2 Type 2

Relevant industry awards or distinctions:

• ACORD Top 10 Insurtech Leaders
• ACORD AIIC 2017 - Innovation Winner: industry impact and insurance innovation
• InsurTech Hartford awards: Best Problem / Solution Fit, Most Innovative, Highest Potential, Most Disruptive