Policy Keeper Mobile

PolicyKeeper

About this app

PK Mobile is the ultimate tool for Medicare agents, combining powerful sales and lead tracking features in one easy-to-use app. Access and manage your prospects, update records, and schedule activities anytime, anywhere compliantly and efficiently. PK Mobile ensures seamless integration with Policy Keeper Web—keeping all your data synced across devices. Whether you’re filling out lead cards, scheduling appointments, or viewing your dashboard, PK Mobile keeps you organized and productive on the go.

What’s new

Improved appointment and task handling across the app so scheduling actions feel more consistent.
Better call and navigation behavior from Lead and Member cards.
Updated appointment action icons to better reflect the type of activity.
Cleaner, more reliable appointment labels and display text.
Improved behavior in Maps, Lead/Member Details, and Calendar screens for day-to-day workflows.