Access customer and policy details securely on the go. Follow up on pending applications with ease. Designed for insurance agents to manage their business efficiently.
Agent Assistant by Physicians Mutual Insurance Company






8+ similar apps compared and reviewed
Whether you want more options like COACHG or a completely different take on the same concept, our curated list of 8+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.






Access customer and policy details securely on the go. Follow up on pending applications with ease. Designed for insurance agents to manage their business efficiently.






Track key performance indicators and engage your team with real-time data dashboards and gamification. Stay updated on business progress with notifications and a news feed, accessible from your phone, watch, or tablet.





Manage clients and prospects on the go with this mobile tool. Connect with contacts, track leads, and navigate appointments with an intuitive interface. Locate and get directions to your business contacts and scheduled events.


This quoting application is designed for agents to quickly generate quotes for various insurance products on the go. It offers a streamlined process for Medicare Supplement, Cancer, Dental, Vision, Hearing, and other supplemental insurance plans. The app prioritizes security by not storing any personal user information.


Access annuity and life product details, new business information, and commission data. Receive personalized alerts to enhance operational efficiency. Requires an active EquiTrust Agent Website login.


This CRM application helps insurance agents work more efficiently by providing integrated quoting and e-application tools for various health and life carriers. It offers quick quotes, client management features, and communication tools to build stronger client relationships.


Earn points by selling Allstate Health Solutions products. Redeem these points for gift cards from popular retailers like Starbucks, Visa, and Home Depot. Look out for special campaigns that offer bonus points for even greater rewards.


Manage your organization's phone system in real-time with this app. It offers unprecedented, easy control over communication features.