UIG Tools

UIG Tools is an online application that caters to the licensed agents of the United Insurance Group. This on-the-go app acts as the agent’s portable personal assistant that manages and tracks current customers, leads, appointments, and applications.

FEATURES:

- Document Scanner and Apps Gallery: Agents can scan and edit their documents on the go and upload them to the server directly. On top of that, agents can store these documents in their portable devices to visit any time they require it.

- Leads: They can access key information about their leads, from their contact details to their location.

- Customers: Through the app, the agents also get quick access to an updated list of their current customers. Each customer entry is accompanied by the key policy details.

- Near Me: Agents get to view the leads and customers near his/her location according to the miles per radius he/she sets.

- Travel Assistance: For faster planning, the app provides its users with ETAs between the agent and the lead/customer.

- Do Not Call: Agents can quickly verify phone numbers through the DNC checker.

- View Appointments: Agents get to manage their appointments and link their UIG calendars to their device calendar.