The Best App for Independent Insurance Agents
The premier customer service platform for easy client servicing, increased productivity and higher retention.
Agency Branded • Custom App Icons • Online Client Portal
Cost-Effective, No Contract, Easy Set-Up
Here’s What You Want to Know
Value
Established 2012
Award-winning
Top 10 InsurTech
Cost-effective
No Contract
Easy Set-up / Admin
Custom App & Icon Branding
Referrals in a Tap
Deep AMS Integration(s)
Secure Data & Doc Sharing
Increased Retention & Productivity
Use of Data
Agency TOS - We DO NOT Sell Agency or Client Data.
Client / App-User TOS – We do not assume rights to use data except to provide the service – now & into perpetuity.
Terms – Post engagement, ALL agency & client data is deleted – from the app, dashboard & all servers.
We do not reserve the right to market to an agency’s clients if we are no longer working with an agency.
App User Benefits
Intuitive Tools & UX
Online or Mobile App Access
One Registration – ALL CL & PL policy data
Advanced Biometric Access – Face ID - Fingerprint
Meaningful Features
App Store Rating 4.7
Play Store Rating: 4.5
Online Client Portal
Custom App Icon
2-Way Write Back
Secure 2-Way Doc Sharing
AMS Write-Back
Multi-Lingual: English – Spanish - Polish
Value
Established 2012
Award-winning
Top 10 InsurTech
Cost-effective
No Contract
Use of Data
Agency TOS - We DO NOT Sell Agency or Client Data.
Client / App-User TOS – We do not assume rights to use data except to provide the service – now & into perpetuity.
Terms – Post engagement, ALL agency & client data is deleted – from the app, dashboard & all servers.
We do not reserve the right to market to an agency’s clients if we are no longer working with an agency.
Online Client Portal
Custom App Icon
2-Way Write Back
Secure 2-Way Doc Sharing
AMS Write-Back
Multi-Lingual: English – Spanish - Polish
Easy Set-up / Admin
Custom App & Icon Branding
Referrals in a Tap
Deep AMS Integration(s)
Secure Data & Doc Sharing
Increased Retention & Productivity
App User Benefits
Intuitive Tools & UX
Online or Mobile App Access
One Registration – ALL CL & PL policy data
Advanced Biometric Access – Face ID - Fingerprint
Meaningful Features
App Store Rating 4.7
Play Store Rating: 4.5
Features That Matter
24/7 Access
Call, Text, Email
Vehicle ID’s
Always present, No carrier login needed
Carrier-Connected
Bill pay & Claims reporting
Custom App Icon
Agency Logo!
Easy Referrals
We pre-fill agency info
Change Requests
Bill Pay
Direct to carrier websites or 800 #’s
Policy Info
Always present, No carrier login needed
Claims Reporting
Vehicle, Property, Workplace
Client Portal
Online Access
Secure 2-Way Doc Sharing
No more missing emails
Certificate Requests
Experience the app for yourself. Right now. Click or scan.
Try out our clickable demo to see some of the features without having to download or sign up for the app.
All apps are not created equal.
Experience Matters.*
Founded 2012
Award-winning initiatives with carriers
Connect via API’s & Micro-Services to move IA’s forward
Deep integrations with Agency Management Systems
Delivers the most sophisticated, comprehensive service platform available
We deliver results for agencies...
Because we make servicing their clients easy
*All Apps Are Not Created Equal – See Why
Check out our AMS integrations with more coming soon!
Check out our AMS integrations with more coming soon!
Your Competitive Edge with IA App
These are just some of the ways Insurance Agent App can move your agency forward:
Reduce Service Workload
Expect fewer “nuisance” calls. The info is already in the IA App!
Increase Agent Productivity
Agents & CSR’s can focus on what’s important for your business!
Increase Client Retention
Clients who use the IA App remain with your agency longer.
Available En Español
With more languages coming soon!
Featured reviews from our many happy clients.
“Thanks for taking care of our questions so quickly. Excellent service and response.”
John J. Warn
Rue Insurance
“I love promoting things to agents that work. In my opinion, every agent at IAOA needs your app.”
Bob Klee
PRESIDENT, LUTCF