Direct Sales Agent Tablet Application - Insurance

VeriTouch's Direct Sales Agent (DSA) tablet app provides insurance agents with all the tools needed to close deals in the field - without the need to go back to collect documents.

With the 360 degree view, they can access all personal, policy and financial information of the customer needed to check the eligibility for a specific product.

The app allows the Sales Representative to create an application for an insurance product, perform a needs assessment, select the products that the customer is interested in, calculate the premium, obtain the customer’s signature, collect the required documents and submit the application to CRM. Applications can be captured for health, motor, life, travel, home, and other types of insurance products.

New customers can also easily be onboarded with full customer information capture capabilities.

Key Benefits

Cross-sell enablement allowing to offer multiple products
Increased field sales efficiency by allowing to accept applications during the initial visit and no need to go back to the customer to collect the application form
Enhanced 360-degree view of the customer
Sales agent dashboard, picture taking, competitor dashboard and more