For use with the mobile device of their choice, the tool is an extension of the enterprise systems that agents rely on while in the office.
mAdvisor for Insurance gives agents the capacity to access and manage client policy information, drive policy creation, and effectively manage their clients and prospects, at any time and from any place. The company says this mobile access allows agents to better service clients and prospects, reduce office time while increasing productivity, and improve the quality of information at management’s disposal.
Users can generate policy illustrations and quick-quotes, access and manage client policy information, log and manage contacts, enter notes, order literature, manage schedules in the field, and track commissions, business conference targets, and underwriting policy status.
The release of mAdvisor for Insurance is part of Pyxis Mobile’s upgrade of its mPlatform solutions suite to version 5.2, which offers new feature additions and enhancements, available as configurable options for mPlatform applications.
Among the new features for version 5.2 is a click-to-map function, which integrates mapping capabilities with existing functions, as well as expense tracking, analytics, fund performance data, and literature delivery.
