There are many advantages for an Independent Insurance Agent by being a member of the PolicySpot. Having a Mobile Insurance App tied into our cloud policy storage will give your clients access to certs, docs, and mobile payments. We always give you all our features for one low price, and allow you to use as many or as few as you need.
Allow your sales and marketing team for your agency to start telling your clients, "You can access your policy online or with our mobile insurance app."
24/7 access to your agency provides the quick turnaround essential in retaining your clients, and announcements and direct messages keep them interested.
Sell more without worrying about the increasing costs of service. Start marketing that product you couldn't before.
Our cancellation prevention features can dramatically reduce cancellations. Email notifications to cert holders keep lazy policy holders on their toes.
Keep your current management system, and don't impact your staff. We work with all carriers and wholesalers, and they will thank you for using it!
Give your clients access to any PDF file on the web and smartphones.
Simple template for each policy, but you approve special wordings.
Collect insurance payments from clients without a merchant account.
Gain the competitive edge by having your own custom mobile app for your clients.