Help your customers no matter where you are. Vertafore Mobile for Vertafore Agency Platform customers, gives you an on-demand tool to access all the information you need to manage your customer accounts from your mobile device. Making use of an intuitive user interface, Vertafore Mobile allows you to view client and contact details, policy information including declaration page views, recent claims summaries, upcoming renewals, download documents, notes, activities and suspenses. If you have add/edit rights, you can also update your existing client and contact records, created new clients and add new activities and suspenses ensuring that you can fully service your client anytime, anywhere.
But the app goes beyond just accessing information. It also includes a number of features designed to save time and provide a more seamless user experience. Quickly access ReferenceConnect to better manage insurance research from a single view, experience the “auto create” feature which automatically adds new activities and suspenses to document specific actions done within the app or make use of the client dashboards to quickly review the health of your accounts.
What’s more, since the app has been written as a true native application, you can take advantage of many of the tools inherent to mobile devices to manage your time even more effectively including GPS mapping, email communications, photo capturing and voice recognition for creating notes and activities verbally.
Note: Vertafore Mobile is available to any Vertafore Agency Platform licensed user free of charge and requires Vertafore Single Sign on credentials to use. Access to ReferenceConnect requires separate license.
Contact Vertafore for additional product details.