Penn Mutual InSight

Penn Mutual InSight

by The Penn Mutual Life Insurance Company

29 ratings
11 reviews
Free

Details

  • Released
  • Updated
  • May 1, 2019
  • May 8, 2020

Features

Penn Mutual InSight screenshot #1 for iPhone
Penn Mutual InSight screenshot #2 for iPhone
Penn Mutual InSight screenshot #3 for iPhone
Penn Mutual InSight screenshot #4 for iPhone
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About

Manage your client book of business with this app designed for financial advisers. Access policy information, track new business, respond to requirements, and view client correspondence. Perform transactions like rebalancing and fund transfers.

Manage client book of business
Access policy information
View new business and unsubmitted applications
Respond to requirements
View client correspondence
Perform fund transfers and rebalancing
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What's New in Penn Mutual InSight

1.0.2

May 8, 2020

Bug fix.

User reviews

Damon

The app never works on my phone but works on my computer even though I am using the same security credentials. When I call the helpline they always say there must be issue with my phone. This is the only app where I have this issue and it is infuriating in light of the money I deposit into this account. The website is also not user friendly to navigate.
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Useless

App doesn’t work. Using same login as computer and it says it’s incorrect. Triple checked, not my mistake.

Never allows login on app, but online it works no problem

I’ve tried countless times to login to this app. Using the same username and password (which is 100% correct) that I use to login online and it STILL SAYS “INCORRECT USERNAME OR PASSWORD”. This app is pointless and the developers need to fix it but probably never will.

Worthless

It’s even worse than their website

Won’t let me login

Has never worked

Developer apps

FAQ

Is Penn Mutual InSight available to the general public?

No, Penn Mutual InSight is made available for the exclusive use of Penn Mutual financial advisers. It is not intended for general consumer use.

What kind of policy information can I access with Penn Mutual InSight?

You can access various policy values including Death Benefit, Policy Value, Cash Surrender Value, Paid-Up Additions, and Fund Balances. It also provides access to policy pages and delivery receipts.

Can I perform financial transactions through Penn Mutual InSight?

Yes, the app allows for transactions such as Rebalance, Fund Transfers, and Future Premium Allocations. This enables advisers to manage client portfolios efficiently.

How secure is Penn Mutual InSight for managing client data?

While specific security protocols are not detailed in the description, financial advisory tools typically employ robust security measures to protect sensitive client information. Users should ensure their device is also secured.

What devices does Penn Mutual InSight support?

Penn Mutual InSight is supported on iPhone, iPad, and iPod devices. This allows for flexible access for advisers on the go.

How often is Penn Mutual InSight updated?

The app was last updated on May 8, 2020, with version 1.0.2. Further update frequency is not specified, but it was initially released on May 1, 2019.

Does Penn Mutual InSight have ads?

No, Penn Mutual InSight does not contain advertisements. As a free application designed for professional use, it focuses on providing core functionality without interruptions.

What is the user sentiment for Penn Mutual InSight based on its rating?

The app has a rating of 2.2 stars from 29 ratings. This suggests that users have had mixed to negative experiences with the application.