Mobile-First by Design
Prequalify clients quickly.
- Driver’s License Scan: Tired of typing in client info manually? Start with a quick scan. Mobile Qualify pulls client data directly from the license to streamline data entry and reduce errors.
- Application Flow: Follow the Happy Path of green buttons as screen requirements are filled with a mobile-friendly flow to assess product fit and prequalify efficiently.
- FaceID Authentication: For security and convenience the agent logs in using face ID to ensure no unauthorized use of the Qualify tool.
- HIPAA Authorization: Need a compliant way to handle sensitive data? Built-in authorization to capture, transmit, and receive signatures securely, keeping your process compliant from start to finish.
- Rate Check: Want to give a quick quote without switching tools? Run a premium quote to quickly reference current estimates helping agents set expectations early in the conversation.
- RX Lookup: Worried about medications affecting eligibility? Access general prescription drug information and view declinable drug lists.
- Offline Capability: Rate Check and RX lookup work offline.
- Smooth Transition to eApp: The agent can move directly into eApp with pre-filled information, improving accuracy and convenience.
- White Label: Allows your insurance company to have your own app for your agents and customers. Your rates, your riders, your brand - available on iOS and Android.