Direct Sales Agent Tablet Application - Insurance

Insurance direct sales agent
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.

DSA tablet application for insurance

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

Key Features

  • Tablet_sales-dashboard

    RM Dashboard

  • calendar icon

    Calendar & Follow-ups

  • folder icon

    Prospects & Client Portfolio

  • Digital Lending Key Features 2

    Client 360 View

  • tablet_competitor-dashboard

    Competitor Dashboard

  • client icon

    Prospect Capture

  • Digital Lending Key Features 3

    Application Submission

  • Payment collection

    Payment Collection

DSA Tablet App for Insurance - Screenshots

Request a Live Demo

Request a live demo and let us show you how VeriPark's DSA Tablet Application for Insurance provides increased mobility to Relationship Managers.