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Productive Anytime, Anywhere.

Mobile

Maximize your time with a solution that goes with you. Your producers are able to answer customer’s coverage and claim questions anywhere, anytime by accessing policy and submissions directly from their Mobile device in real-time. They can access policy info or even start new submission both online and offline, delivering a real-time experience for their customers.

Call it a commercial office on a tablet!

The Keal Mobile app is free to download and can be accessed if you have SIG and COM licenses, and also have a Keal Mobile license.

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Keal Mobile Fact Sheet

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Features

Sales and Service—mapping tool quickly directing you to where your Client is located;

  • View Client and Prospect information
  • View Policy Information for existing clients
  • Easily and efficiently gather and record risk details
  • Create submissions to be emailed or printed immediately
  • Work online or offline (automatic sync with online connection)

E&O Exposure —Reduced by eliminating re-keying errors.

Efficiency—Producers now upload the risk details directly into the submission so there is no need to re-key information when in the office.

Access & Security—Allows you to decide how much access you want your team members to have;

  • Information transmitted to and from the app is encrypted
  • Best of both worlds;
    • If you are online, data is uploaded directly to your servers
    • If not online, data is stored securely on the device until you are connected and then uploaded

Workflow Efficiency—Users can stay on top of their tasks

  • Suspenses (to-do’s) can be viewed, created, modified or completed from the app
“We are thrilled that Keal had developed an iPad app with the Commercial Producer at front of mind. This app help with the efficiencies in the sales process as it is easy to access and convenient  to use. Gathering underwriting details with this app while out in sales calls then uploading the information to our BMS eliminates double entry and increases efficiency. We appreciate all the support from Keal and their knowledgeable team. ”

Aby McConnachie, Commercial Lines Team Lead

Bryson & Associates Insurance Brokers Ltd.

Ready to get started? 

We offer personalized complimentary demos daily – contact us to take the next step.