Near Quote Agent
Insurances, Clients & Policies
About
Manage insurance licenses, client interactions, and policy expirations. Securely store client data and policy details, with automated notifications for renewals. Agents can easily manage their professional information and client relationships.
What's New in Near Quote Agent
1.0.12
November 19, 2024
Minor bug fixes
Subscription plans
2 LOB + 2 States
Select 2 Lines or Business and 2 States
Developer apps
FAQ
How do I create an account with Near Quote Agent?
You can create an account using your phone number, email address, or by linking your social network profiles. This allows for flexible and quick registration.
What kind of insurance licenses can I manage with Near Quote Agent?
You can add all your insurance licenses, specifying the state, license type (e.g., 215, 220, 440), and line of business (e.g., Health, Life, Auto). This provides a comprehensive overview of your professional credentials.
How does Near Quote Agent help with client interactions?
The system filters notifications and calls based on your license data, allowing clients to contact you directly. Clients are automatically added to your list for easy follow-up and management.
Does Near Quote Agent offer policy renewal reminders?
Yes, agents receive notifications when a policy is nearing its expiration date. This proactive feature helps in managing renewals effectively and maintaining client relationships.
Is my data secure with Near Quote Agent?
Yes, all account information is kept securely and is not shared with other agents or companies. The app prioritizes data privacy and security for its users.
What are the subscription costs for Near Quote Agent?
Subscription plans vary based on the number of Lines of Business (LOB) and states supported. Options range from $5.99/month for 1 LOB + 1 State to $21.99/month for 6 LOB + 6 States.
What devices are supported by Near Quote Agent?
Near Quote Agent is currently supported on iPhone and iPod devices. Future platform expansions may be considered based on user demand.
How often is Near Quote Agent updated?
The app was last updated on November 19, 2024, with version 1.0.12. This indicates a commitment to regular maintenance and feature improvements.
