Mobile Broker

Technology is an important investment and it is vital you have the best tools to not just get the job done, but get it done faster and easier. Just like you, your customers have changed their expectations. Mobile Broker can help you meet their new expectations.

The days of Commercial producers calling into the office to get client information are in the past. You can now deliver immediate responses to your Commercial clients. Get access to clients, policy and submissions directly from your iPad in real-time. You can access policy info or even start new submission both online and offline in real-time. This is your commercial office on your iPad.

Sales and Service – mapping tool that quickly shows where your Client is located (with directions)
- View Client and Prospect information
- View/Create activities and attachments
- View Policy Information for existing client
- Easily and efficiently gather and record risk details
- Create submissions to be emailed or printed immediately
- Work online or offline (automatic sync with online connection)

E&O Exposure – is reduced by eliminating re-keying errors

Efficiency – Producers now upload the risk details directly into the submission so there is no need to re-key information when in the office

Access & Security – You decide how much access you want your staff to have
- Information transmitted to and from the app is encrypted
- If you are online data is uploaded directly to your servers or
- If not online its stored securely on the device until you are connected and then uploaded
- It’s the best of both worlds

Workflow Efficiency – Users can stay on top of their tasks
- Suspenses (to-do’s) can be viewed, created, modified or completed from the app