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Re-imagine how your agents work in the field. For insurance carriers, insurance companies, insurance trade associations and managing general agencies.
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Field Agent Mobile AppRe-imagine how
agents work in the field
Field Agent Mobile AppThe first “must
have” productivity iPad app for insurance agents
ConnectCommunicateInteract
Mobile FormsForms access hardware
functions such as…
Time/Date/CalendarCameraPicture GalleryTouch Screen SignatureTouch Screen DrawingsGeo Location Data
Mobile FormsBest Practices
Checklists
Mobile FormsReview with Clients
Record their decisions
Mobile Forms
Add their signature
Mobile Forms
Email copy to your client and your office to make part of permanent file
Mobile FormsField Surveys
Draw diagrams, add descriptions
Mobile FormsAdd pictures and
descriptions
Mobile FormsSave them all as one
document on device, to cloud and/or email
Easier to keep track of than separate attachments
Upload to document management system
Mobile FormsField issue ACORD
forms
Certificates of Insurance
Agent of Record
100’s of ACORD forms
Mobile FormsBinders and
Certificates can be delivered on demand
Mobile FormsDocuments sent
from tablet are converted to PDF documents
Data from documents can be sent as electronic data to your back office systems
Connect and CommunicateInclude Directory of
contacts
Update contact info in real time as changes are made
Connect and CommunicateInclude picture of
person
Touch to email
Touch to call
Push NotificationsPush notifications
allow you to send message to all app users
NewslettersBreaking
underwriting changes – weather, etc
Announcements
Connect and CommunicateLinks to company
portals
Links to systems vendors
Links to preferred providers
Your agents or
members will leave a great impression and be more productive in the field with…
Field Agent from SehMobile
Field Agent Mobile AppCarriers and
Associations buy the Field Agent App
It is a free benefit to their agents or members
Access is password protected so you control who uses your app
Field Agent Mobile App
Your insurance company, managing general agency or trade association can give your agents the tools they need to succeed
