OneMob for insurance

Put a face on every policy conversation.

Quotes, renewals and check-ins from the person they bought from, on video, with a tracked page for the documents. Compliance keeps a copy of everything.

Rolling this out to a team? Book 15 min with a human →

The quote went out Tuesday. I have no idea if they opened it.

Quote and renewal follow-ups that stop when they reply.

A short video with the quote, a page with the forms, and a cadence that follows up until they answer. You see the open, the watch and the click on the application.

Cadences · Pro Visitor tracking · all plans
They asked for the forms again. Third time.

One page per policyholder or per commercial account.

The proposal, the forms, the video walkthrough, the e-sign link. Restrict it to their email. Every read is logged, which is what compliance wanted anyway.

Restrict by email · Pro Docs, links and images · all plans
Two thousand producers. Forty offices. One brand.

Roll it out as a program.

Templates, approvals, team management and the analytics to see which offices use it. Producers get something simple. The program office gets control.

Approvals, SSO, team management · Enterprise
In their words

Insurance teams who rolled it out.

Teams like yours on OneMob Liberty Mutual Essent Guaranty Heffernan Insurance Brokers Conner Strong & Buckelew AssuredPartners
★★★★★

As 'owner' of the OneMob program for a group of 2,400 Sales Representatives, I love OneMob for its simplicity for users, but yet robust compliance and analytical workflows to support effective program management.

Verified User in InsuranceEnterprise · G2

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