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Guided Hub

Guided Hub

by The Baldwin Insurance Group Holdings, LLC

6 ratings
4 reviews
💼 Business
📊 Productivity
Free

Details

Released
June 14, 2019
Updated
April 17, 2024

Features

Developer

The Baldwin Insurance Group Holdings, LLC
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Guided Hub screenshot #1 for iPhone
Guided Hub screenshot #2 for iPhone
Guided Hub screenshot #3 for iPhone
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About

This business app allows agents to securely upload applications using their device's camera and input minimal customer details. It provides instant feedback on submission status and enables tracking of application progress through to the carrier. Users can also search existing customer applications and view carrier contracts.

✓Secure application upload
✓Camera input for applications
✓Instant submission feedback
✓Track application progress
✓Search customer applications
✓View carrier contracts
✓Initiate Scope of Appointment forms
Show original description

What's New in Guided Hub

3.1.0

April 17, 2024

- Added links to additional functions on the Guided Hub web app. - Renamed the app to "Guided Hub". - Updated packages. - Updated contact information.

More

User reviews

Most RecentHighest RatedLowest Rated

Exceeds Expectations

Convenient way to upload applications on the go. Easy to use, home screen gives a clear overview of enrollments. Lots of resources; ability to view all my contracts and even reference my writing numbers. Awesome tool!
Mmorgansi

Amazing App

This App is a lifesaver. Love the idea of being able to upload apps from anywhere I am. It’s very efficient and saves so much time.
RZRachel Zima

Great app!

This app is really going to help during the busy times- especially AEP! Once again, AgencyRM really came through for agents!
BBlueback22

Awesome!

Truly Simplifying Insurance for Agents. AgencyRM continues to elevate their platform for agents and this app is fantastic.
RSRussell Solberg

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FAQ

What is Guided Hub?

Guided Hub is a business application designed for insurance agents. It facilitates the secure uploading and tracking of customer applications, as well as managing carrier contracts and Scope of Appointment forms.

Is Guided Hub free to use?

Yes, Guided Hub is free for agents who are contracted with Guided Solutions and have an active account on their Guided Hub platform.

What devices does Guided Hub support?

Guided Hub is available on iPhone, iPad, and iPod devices, making it accessible for agents on the go.

How often is Guided Hub updated?

The app was last updated on April 17, 2024, with version 3.1.0. This indicates a commitment to ongoing maintenance and improvements.

What is the age rating for Guided Hub?

Guided Hub has an age rating of 4+, making it suitable for a wide range of users.

Can I track my customer's application progress with Guided Hub?

Yes, Guided Hub allows you to track the progress of your customers' applications as they move through the carrier process, providing real-time updates.

Does Guided Hub require an account to use?

An active account for the Guided Hub platform (https://hub.guidedsolutions.com) is required to use the Guided Hub app.

What kind of feedback does Guided Hub provide on applications?

Upon uploading an application, Guided Hub provides instant feedback confirming that your applications have been received by the system.