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Vertafore Mobile

Relationships have long been a cornerstone of the insurance industry. Vertafore Mobile deepens those relationships by empowering you to service your customers’ needs whenever and wherever you are. With Vertafore Mobile, you can instantly access the critical information in the Vertafore Agency Platform or AMS360, so you can service your clients while away from the office.


Check out Vertafore Mobile

Maximize your time with a solution that goes with you. Your producers are able to answer customer’s coverage and claim questions anywhere, anytime. And with Vertafore Mobile, after hours support is as easy as picking up your mobile device.

Features

With Vertafore Mobile, staff can verify coverages, review claims, access auto ID cards, manage certificates of insurance and make account and contact updates

  • Optimized for both tablet and smartphone form factors
  • Dashboards make it easy to plan your day and focus on the most important tasks
  • TouchID enabled for iOS devices


The Vertafore Mobile app is free to download and can be accessed by AMS360OL or Vertafore Agency Platform users that also have a Vertafore Mobile license. Contact your agency administrator to get access.

  • Your customers expect an answer without waiting for you to call the office. Deliver on your promise of exemplary service with Vertafore Mobile.

  • Information transmitted to and from Vertafore Mobile is encrypted. Data displayed from AMS360 is not stored within the application.

  • On the road, at a client meeting or in the office, your staff can respond and support your customers. Smartphone or tablet, you’re ready to go.
  • Familiar mobile tools such as GPS, telephony, email, capturing video and photos, as well as voice dictation – let you schedule your day, and connect with clients.

“Vertafore Mobile allows me the freedom to work efficiently even when I'm away from my desktop. I can easily review or confirm coverage highlights, and address open activities. This tool has empowered me to deliver best in class service, even to my most demanding clients.

  Mr. Dana Coates, President &CEO
United Western Insurance Brokers

“When a customer calls after hours they really do have an urgent need. Vertafore Mobile is the best solution I’ve seen to solve their problem and deliver the quick service that customers expect.”

  Scott Burton, President
Benchmark Insurance Agency

“I’m using Mobile everyday while sitting in front of clients. They are impressed. I’ve now got immediate access to the information that we need to have a meaningful discussion with clients. I can now answer most client questions immediately, rather than calling my office and waiting for an answer.”

  Steven J. Aronson, CIC
Aronson Insurance

Ready to take the next step?

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