Agent Alive

Agent Alive started as an idea that we could find a better way to conduct an insurance transaction. There are so many tools available to make our lives as agent's easier. There are ways to do business online and even for clients to complete an insurance policy online, by themselves. But where did the agents go? Aren't we the ones providing the expert advice to our client about what coverage best suit their needs? Sure we are! but it's not convenient to deal with an agent. Nobody wants to drive to your office to do a policy review or have a chat about what coverage is best at that stage in their lives. But what if there were a way to handle an insurance transaction, just as you would if someone walked into your office. What if you could "hand" someone their paperwork, pass a document across the "desk" for signatures, have the client scan the paperwork you need from them while "sitting in the room" with them. What if there were an entire office suite that brought the service of a live agent or CSR and combined that with the convenience of life on-the-go? That's what we have created. We have created a way for agents to bring the value that only an agent can bring combined with the convenience and simplicity of of doing business online. Video Chat, Real-Time E-Signatures created from PDFs in seconds, Then exchanged on the spot through an exchange folder and stored neatly for the agent and customer reference at any time, Mobile Device Scanning, Payment Processing, Screen Sharing for presenting proposals or tutorials, On-the-Spot video or photo property inspections, Built in Affiliate/Referral Program, just sign up an referral partner and when they send business to you through their link or using their unique referral code their account is automatically credited...Just approve the payment and send them out to your employees or referral partners, customize your "office" with logos and color schemes of your business so you reinforce your branding with your client, and all this can be recorded to help reduce liability for your agency. Imagine you were building a home. You'd need some tools and supplies, right? Sure you would. And, I doubt you'd go to 15 different stores to get all the supplies you need. I'm sure your first stop would be Home Depot or Lowes. So why then, are you going to email, DropBox, Skype, Go To Meeting and Docusign...or some combination of those and similar softwares, when you can get all the tools and agent needs to succeed in one place? Yeah, we don't know either....