AgencyRM for iOS

Your mobile device allows you to access more of your need to know information on the go while also acting as a scanner to submit enrollments.

Feature List:

- Securely upload applications

- Use your camera to take pictures of the application

- Input only minimal customer and policy detail

- Get instant feedback showing that we have received your applications

- Search your customers applications

- Track the progress of an application while it progresses to the carrier

- View prior enrollments

- View carrier contracts held through AgencyRM

Disclaimer:

The AgencyRM app is free for agents contracted with AgencyRM and only requires

an active account for our MyAgencyRM (https://my.agencyrm.com) portal.