Mobinsure Agent software is a cloud-based application designed exclusively for Insurance Agents and Intermediaries. Our vision is to provide our customers (agents & intermediaries) with Insurance specific features that are rightly apt for their business.
AMS is bringing together a wide range of applications making it easier for agents and intermediaries to manage all their work at one platform. Few of the key features are:
You can start by simply signing up @ www.myinsurebook.com/agent . We ask for your e-mail address, name and phone to secure your account.
Once you fill in the details, you will receive an e-mail and SMS with login details. You can start using the software immediately after logging with the password for a free trial version of 14 days. You can change your password anytime during the course of usage.
No. Nobody else can see your data. We offer security at multiple levels to ensure that your data is not viewed and edited by anyone.
Yes, we provide a 14-day free trial version. You can check and evaluate the software and always share your requirements with our team and we will put your requirements in action for you.
We offer various versions of our software, starting from Basic version to Moderate, Advanced, Business and Enterprise. Click here to see subscription details.
Yes, we would be happy to demonstrate Mobinsure Agent software via a Web-conference/ Team Viewer/ Skype/ AnyDesk at your convenience. The demo lasts anywhere from 20 to 45minutes. To schedule your personal session, please contact @ 9441541975 or mail us @ sales@mobinsuresoftware.com
Yes, you can! You can upgrade to any plan that best suits your requirement anytime during the course of usage.
We understand your busy schedule. You can always get more time to check the software. Just give us a quick call and we will be there to serve you.
We will always encourage you to use the software
Don’t worry, we all forget sometimes. Click on “Forgot Password” button at the login page and verify your e-mail and contact. Once done, you will receive a new password.
Login with the new password and continue to access your account.
You can calculate premium for the following companies (Insurers):
For General Insurance,
For Life Insurance,
You need not have multiple excels to track your customers any more. All your customers’ data can be tracked in the software effectively along with their various Insurance Policy details of Motor, Life & Health.
You can upload your customer’s data with the following steps:
You can download your customers’ data with the following steps:
You can open and check the downloaded file for your customers’ data.
Note: By default, the downloaded file will be in stored in Downloads folder of your system (Desktop/Laptop).
You can enter multiple policies for the same customer. Steps to be followed are:
You can always find the number of days left for trial version and subscription details in the menu when you log into the application.
You can also find subscription details, when your trial version expires.
You can pay Monthly, Quarterly, Half-yearly or yearly.
Yes, you can add or remove documents for Leads & Customers.
Steps to be followed to add documents for a Lead are:
Steps to be followed to add documents for a Lead are:
You can send SMS Renewal Reminders with the following steps