Mobile Qualify

Quickly prequalify insurance prospects by scanning their driver’s license with your mobile phone.
✅ Offline Capability
Rate Check and RX lookup work offline.
✅ Smooth Transition to eApp
The agent can move directly into eApp with pre-filled information, improving accuracy and convenience.
✅ White Label
Allows your insurance company to have your own app for your agents and customers. Your rates, your riders, your brand – available on iOS and Android.

Mobile First PreQualify Clients Quickly.
Driver’s License Scan
Tired of typing in client info manually? Start with a quick scan. Mobile Qualify pulls client data directly from the license to streamline data entry and reduce errors.
FaceID Authentication
For security and convenience the agent logs in using face ID to ensure no unauthorized use of the Qualify tool.
HIPAA Authorization
Need a compliant way to handle sensitive data? Built-in authorization to capture, transmit, and receive signatures securely, keeping your process compliant from start to finish.
Rate Check
Want to give a quick quote without switching tools? Run a premium quote to quickly reference current estimates helping agents set expectations early in the conversation.
RX Lookup
Worried about medications affecting eligibility? Access general prescription drug information and view declinable drug lists.
READY TO STREAMLINE WORKFLOWS & ENHANCE EFFICIENCY?
REQUEST A DEMO TODAY!
