Mobile sales for insurance agents
We built Agent Alive to bring insurance agents and customers together for conversations, document sharing, signatures and payments.
Who we built this for.
Agent Alive is insurance agency software that brings the benefits of a live agent to the mobile phone: real-time video calls, chat, screen sharing, recording, and document sharing, so agents and customers connect and close wherever they are.
Softobiz designed and built the platform, including native iOS and Android apps, for a client whose sales process needed to go digital without losing the human touch.
What stood in the way.
No live connection
Agents and customers juggled multiple apps and programs to complete a single insurance transaction.
Hard-won leads
Customers want the comfort of guided service when planning for the inevitable; without it, lead generation stalled.
No global reach
Without a digital platform, the company could not extend its customer journey beyond its local market.
A leaking sales lifecycle
Prospective buyers were lost to a process nobody could see end to end.
The solution, piece by piece.
One platform, every device
Agent Alive runs on mobile, tablet, and web, keeping agents reachable and leads flowing.
The full transaction, live
Video calls, chat, screen sharing, e-signature, real-time document exchange, wallet payments, and document scanning to PDF.
Sales lifecycle in real time
Managing the pipeline live became the client's most powerful upscaling tool.
Native mobile apps
Android and native iOS apps meet the client's customer base where it is.
What changed for the client.
Sales lifecycle repaired
The real-time platform removed customer friction and improved the sales lifecycle end to end.
Guidance in one place
Customers get advice, solutions, and products on a single platform.
Flexible products
Customers piece together financial products that meet all their needs.
Faster claims
An equipped claim-handling process brought customer expectations within reach.
The capabilities that carried this engagement.
Keep reading.
Digitizing sales works when the customer still feels heard.
Talk to the team that builds sales platforms with the human left in.