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

Z

Established 2012

Z

Award-winning

Z

Top 10 InsurTech

Z

Cost-effective

Z

No Contract

Agency Benefits
Agency Benefits
Z

Easy Set-up / Admin

Z

Custom App & Icon Branding

Z

Referrals in a Tap

Z

Deep AMS Integration(s)

Z

Secure Data & Doc Sharing

Z

Increased Retention & Productivity

Use of Data

Use of Data

Z

Agency TOS - We DO NOT Sell Agency or Client Data.

Z

Client / App-User TOS – We do not assume rights to use data except to provide the service – now & into perpetuity.

Z

Terms – Post engagement, ALL agency & client data is deleted – from the app, dashboard & all servers.

Z

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

App User Benefits

Z

Intuitive Tools & UX

Z

Online or Mobile App Access

Z

One Registration – ALL CL & PL policy data

Z

Advanced Biometric Access – Face ID - Fingerprint

Z

Meaningful Features

Z

App Store Rating 4.7

Z

Play Store Rating: 4.5

New features
Newest Features
Z

Online Client Portal

Z

Custom App Icon

Z

2-Way Write Back

Z

Secure 2-Way Doc Sharing

Z

AMS Write-Back

Z

Multi-Lingual: English – Spanish - Polish

Value

Z

Established 2012

Z

Award-winning

Z

Top 10 InsurTech

Z

Cost-effective

Z

No Contract

Use of Data

Use of Data

Z

Agency TOS - We DO NOT Sell Agency or Client Data.

Z

Client / App-User TOS – We do not assume rights to use data except to provide the service – now & into perpetuity.

Z

Terms – Post engagement, ALL agency & client data is deleted – from the app, dashboard & all servers.

Z

We do not reserve the right to market to an agency’s clients if we are no longer working with an agency.

New features
Newest Features
Z

Online Client Portal

Z

Custom App Icon

Z

2-Way Write Back

Z

Secure 2-Way Doc Sharing

Z

AMS Write-Back

Z

Multi-Lingual: English – Spanish - Polish

Agency Benefits
Agency Benefits
Z

Easy Set-up / Admin

Z

Custom App & Icon Branding

Z

Referrals in a Tap

Z

Deep AMS Integration(s)

Z

Secure Data & Doc Sharing

Z

Increased Retention & Productivity

App User Benefits

App User Benefits

Z

Intuitive Tools & UX

Z

Online or Mobile App Access

Z

One Registration – ALL CL & PL policy data

Z

Advanced Biometric Access – Face ID - Fingerprint

Z

Meaningful Features

Z

App Store Rating 4.7

Z

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

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