
Free
About
Access the power of PartnersFinancial right from your mobile device. With PF Mobile, you can chat with Bruce — your AI assistant for instant answers, initiate digital informal inquiries on the go, and track your Blueprint case information anytime, anywhere.
The PF Mobile app empowers users by providing efficient workflow tools and connectivity to serve clients better. Key features include:
- Chat with Bruce, the AI assistant, for instant answers.
- Initiate Digital Informal Inquiries on the go.
- Track Blueprint case information anytime, anywhere.
With PF Mobile, users can ask Bruce about:
- Underwriting: Requirements for specific medical conditions, effects of certain activities on insurance ratings, and necessary medical records.
- Case Status: Current status of pending cases and outstanding requirements for cases.
- Product Information: Best guaranteed UL products for older ages, available living benefit riders on term products, and term insurance rate comparisons across top carriers.
Show more
What's New in PartnersFinancial
1.0.0
February 28, 2025