Mobile Qualify

Mobile-First by Design

This mobile application is designed to empower insurance agents with a fast and efficient way to prequalify clients and seamlessly transition them into the application process.

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.