Mobility Solution for Insurance Distribution Channel
Visualize customers
more efficiently
More Mobility
AGENTMATE provides all the features necessary to manage your sales process seamlessly—from helping customers visualize their financial needs, auto-generating sales illustrations, and managing and submiting applications with feedback channels.
Help customer do their Financial Health Check and Planning
Financial Health Check
Financial planning
Product Recommendation
Create quick quotation and send
to customer on the spot
Get more applications submitted, faster, smarter
AGENTMATE can transform any device into
a Mobility Office Solution, where user can save time, lower, cost, and increase profitability all at the same time.
