Agent App
Everything a field agent needs, in their pocket.
A mobile app for field agents to manage leads, submit proposals, send e-application links, file their confidential report, follow underwriting and check commissions. Leads created anywhere appear without a refresh.
Good morning
Your leads
Ahmed Khan
QuotedIndividual · Term Life 20
Sana Iqbal
ProposedFamily · Head + spouse + 2 nominees
Bilal Traders (Pvt) Ltd
CensusCorporate · 48 employees
Zain Raza
NewIndividual · Awaiting e-application
Capabilities
What Agent App covers
Lead board
Leads across individual, family and corporate categories, kept in sync with the portal.
Customer e-application
Send a tokenised link so the customer completes their own disclosure and declaration.
Confidential report
Capture moral-hazard, financial-standing and lifestyle observations that feed underwriting.
Commission visibility
See earnings and the commission rate card, and ask the copilot for the next step.
Guarantees
Built to be trusted
- Available to the Agent role
- Copilot on mobile runs with tighter tool permissions
- Notifications raised when lead state changes
See the full journey on demo data
We will walk you through a lead becoming a policy and a claim, with the copilot driving where it helps.