Near Quote Agent 1.0.12

NEAR QUOTE LLC ❘ Freeware ❘
iOS

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Near Quote Agent APP offers an extensive platform for insurance management, designed to streamline various operational aspects. The key features include:
<ul>
<li>Account Creation: Enables agents to establish their profiles using phone numbers, email addresses, or social media accounts, facilitating flexible onboarding.</li>
<li>License Management: Allows agents to catalog their licenses across different states and types (such as 215, 220, 440), specify the lines of business they cover (Health, Life, Auto, etc.), input license numbers, associated companies, and language capabilities for client communication.</li>
<li>Client Interaction: Implements filters for notifications and calls based on license data, ensuring relevant client engagement. Clients can contact agents directly through the system, with new interactions automatically added to the agent's client list. Agents can also manually add clients to enhance management efficiency.</li>
<li>Policy Management: Facilitates the recording of policies sold to clients within the application. The system provides notifications for upcoming policy expirations, supporting proactive renewal management.</li>
<li>Data Security: Maintains high standards of security for all account information, with a commitment to not sharing data with other agents or third parties.</li>
</ul>
For detailed information on data privacy and usage policies, refer to the Privacy Policy at https://nearquote.com/privacy-policy/ and the End User License Agreement at https://nearquote.com/eula-agent/.

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