Field Agent Mobile AppRe-imagine how

agents work in the field

Field Agent Mobile AppThe first “must

have” productivity iPad app for insurance agents

ConnectCommunicateInteract

Mobile FormsForms access hardware

functions such as…

Time/Date/CalendarCameraPicture GalleryTouch Screen SignatureTouch Screen DrawingsGeo Location Data

Mobile FormsBest Practices

Checklists

Mobile FormsReview with Clients

Record their decisions

Mobile Forms

Add their signature

Mobile Forms

Email copy to your client and your office to make part of permanent file

Mobile FormsField Surveys

Draw diagrams, add descriptions

Mobile FormsAdd pictures and

descriptions

Mobile FormsSave them all as one

document on device, to cloud and/or email

Easier to keep track of than separate attachments

Upload to document management system

Mobile FormsField issue ACORD

forms

Certificates of Insurance

Agent of Record

100’s of ACORD forms

Mobile FormsBinders and

Certificates can be delivered on demand

Mobile FormsDocuments sent

from tablet are converted to PDF documents

Data from documents can be sent as electronic data to your back office systems

Connect and CommunicateInclude Directory of

contacts

Update contact info in real time as changes are made

Connect and CommunicateInclude picture of

person

Touch to email

Touch to call

Push NotificationsPush notifications

allow you to send message to all app users

NewslettersBreaking

underwriting changes – weather, etc

Announcements

Connect and CommunicateLinks to company

portals

Links to systems vendors

Links to preferred providers

Your agents or

members will leave a great impression and be more productive in the field with…

Field Agent from SehMobile

Field Agent Mobile AppCarriers and

Associations buy the Field Agent App

It is a free benefit to their agents or members

Access is password protected so you control who uses your app

Field Agent Mobile App

Your insurance company, managing general agency or trade association can give your agents the tools they need to succeed

Contact Duke Williams at:

800-768-0907duke@sehmobile.com