MV2 for Insurance Sales


4.5 ( 9875 ratings )
ビジネス ファイナンス
開発者 Virtual Research Corporation
9.99 USD

Designed for Insurance Sales Agents and Brokers on the go, MV2 for Insurance Sales allows you to write insurance business for all of your contacts and prospects directly from your iPad ©.

With its easy to use customer Address Book, you can import your existing contacts or add new prospects directly and then generate an ACORD TM insurance application form for them right on the spot. You can then email the ACORD form to your customer or to any Insurance Company of your choice for processing.

With MV2, you can select from up to 10 popular Lines of Business in the Personal or Commercial Property and Casualty markets. Available lines are: Business Owners Policy, Commercial Application, Commercial Auto, Commercial Property, General Liability, Personal Auto, Personal Homeowner, Personal Inland Marine, Personal Umbrella, and Worker’s Compensation.

Select Personal Lines or Commercial Lines or Both. The choice is yours.

With mobile technology, you can now write insurance business from anywhere. You can get quotes for prospects and clients while at a restaurant, on a golf course, or at an airport. Anywhere mobile technology can go, you have a virtual insurance office with you. MV2 is the new ‘cocktail napkin’ for insurance deals in the 21st Century!

Features

• Easy integration with your Apple Contacts application. Import contacts directly into the MV2 address book or add them yourself.

• Generate industry standard ACORD forms ready to email. Select your insured or prospect from your address book, select a line of business, enter as much or as little data as you like, generate the ACORD form, and email it to anyone you like.

• Generate ACORD form Certificates of Insurance and Binders directly from your iPad.

• Integration with your iPad email. MV2 automatically attaches the PDF file to your iPad email which you already know how to use.

• Preview your ACORD forms before sending. Your ACORD form displays in a built-in viewer so you can preview your data in the form before you send it.

• 10 of the most popular lines of business. With MV2, you can choose to work with 4 popular Personal Lines or 6 popular Commercial Lines or both . A monthly subscription for each package is available for $24.99 per month and you can cancel it any time you like.

• Multiple lines per customer. With MV2, you can write multiple lines of business for any of your clients or prospects. Combine Home and Auto, or Commercial Property and General Liability. The choice is yours.