Digital
Agent Cards

Empowering Your Clients with Instant Access: Their Agent, Their Policies, Their Resources, All in One Place!

Features

Customizable Wallet Card Creation

Tools for agents to design and personalize digital wallet cards with branding, colors, and layouts that reflect their agency.
Integrated Contact Information

Options for embedding agent contact details, including phone numbers, email addresses, and office addresses directly on the card.
Policy Overview

Secure storage and display of client policies, including summaries and coverage details, easily accessible through the digital card.
Claims Submission Functionality

A streamlined process allowing clients to submit claims directly via the card with links to necessary forms or a step-by-step guide.
Agency App & Portal Links

One-click access to the agency's mobile app and online portal, providing clients with further resources and account management.
Push Messaging Capability

Real-time communication features enabling agents to send important updates, reminders, or alerts to clients' mobile devices through push notifications.
Secure User Authentication

Robust security measures to ensure client information remains confidential, including authentication methods to access sensitive data.
Analytics Dashboard

Tools to track user engagement and card interactions, giving agents insights into which features clients are utilizing most.
QR Code Integration

Inclusion of QR codes that clients can scan to quickly access more detailed policy information or submit claims.
Multi-Platform Compatibility

Ensuring the digital wallet cards are compatible with various mobile devices and operating systems for easy access.
Easy Sharing Options

Features that enable clients to share their digital wallet card with family members or other necessary contacts.