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EverQuote Pro Mobile from EverQuote Pro
Mobile-friendly platform that enables agents to manage leads, track performance, and connect with potential customers directly from their devices.
Product analysis by function
Mobile Sales Enablement Tools for Distribution and Agency Management
Applications and hardware that empower field agents to quote, bind, and issue policies remotely using tablets, smartphones, or specialized mobile devices.
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User Experience & Accessibility
(0 Yes /0 Known /11 Possible features)
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Multi-device support Supports smartphones, tablets, and possibly specialized hardware. |
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Offline functionality Ability to access and use core features without an active internet connection. |
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Multilingual interface Provides an interface in multiple languages to support diverse agent populations. |
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Configurable dashboards Allows users to customize their landing dashboards for relevant insights. |
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Accessibility to visually/hearing impaired Incorporates features for users with disabilities (screen reader compatibility, adjustable fonts, etc.). |
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Real-time interface responsiveness Measures how quickly the user interface updates based on user input. |
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Push notifications Provides timely alerts and reminders for quotes, renewals, and tasks. |
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Guided onboarding Step-by-step guidance for new users to become proficient quickly. |
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Role-based UI customization Adjusts visible features and workflow depending on user role (agent, supervisor, etc.). |
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Quick login (biometric or PIN) Uses biometrics (fingerprint, face), PIN, or OTP for rapid and secure app access. |
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Dark mode Option for a user interface that reduces eye strain in low-light conditions. |
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Quoting & Policy Issuance
(0 Yes /0 Known /11 Possible features)
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Instant quote generation Ability to produce quotes in real time based on inputted customer data. |
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Underwriting rules engine Automated decision-making on eligibility and pricing based on configurable underwriting rules. |
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Policy binding from the field Agents can bind policies without waiting for office approval. |
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E-signature capture Enables clients to sign applications and documents digitally. |
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Document upload (photos/PDFs) Ability to attach supporting documents directly to applications from camera or files. |
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Pre-filled forms Auto-populates customer or policy data to minimize manual entry. |
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Real-time premium calculation Calculates policy premiums instantly as user changes options or values. |
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Quote-to-bind turnaround time Average duration from quote initiation to policy binding. |
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Policy issuance PDF instant download Allows policies to be generated as downloadable PDFs on the spot. |
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Pre-integrated product catalog Access to up-to-date lists of available insurance products and coverage options. |
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Risk assessment integration Links to third-party data sources for automated risk evaluation (e.g., address validation, credit, etc.). |
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CRM Integration & Customer Data Management
(0 Yes /0 Known /9 Possible features)
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Contact management Enables viewing, creating, editing, and organizing client profiles from the mobile interface. |
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360-degree client view Presents all relevant client information (policies, interactions, claims, etc.) in one view. |
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Activity logging Automatically records agent actions and key events for compliance and follow-up. |
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Notes & task management Allows field agents to add notes and set reminders or follow-up tasks for customers. |
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Lead management Tools to capture new leads, assign priority, and track progress from initial contact to closure. |
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Duplicate record detection Alerts users to potential duplicate customer entries. |
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Client communication history Stores email, SMS, and call history related to each customer. |
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Sync with master CRM Bi-directional data syncing between the mobile device and main CRM system. |
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Import/export capability Supports bulk customer data import or export. |
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Document Management & e-Signatures
(0 Yes /0 Known /9 Possible features)
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Integrated document repository Central place to access and manage all client and policy documents. |
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Document versioning Tracks and manages different versions of files uploaded or edited. |
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Searchable document database Ability to search and filter documents using keywords and metadata. |
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Secure document sharing Allows safe sharing of documents with clients or underwriters directly from the mobile device. |
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Embedded e-signature workflow Supports fully digital signing process within the app, including signature requests. |
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Compliance checks (KYC/AML) Automated checks for regulatory compliance when uploading/processing customer documents. |
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Document scanning via camera Translates photos or scans of documents into digital records. |
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Bulk document upload Enables uploading multiple documents at once. |
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Automatic document expiry notifications Notifies agents/clients if specific documents are nearing expiration or need renewal. |
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Payments & Collections
(0 Yes /0 Known /9 Possible features)
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Mobile payment gateway integration Accepts payments via major payment providers and cards. |
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Premium calculation and breakdown Shows a detailed calculation and allocation of customer premiums including taxes and surcharges. |
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Instalment plan support Allows splitting premium payments into scheduled instalments. |
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E-receipt issuance Provides electronic payment receipts immediately after transaction. |
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Automatic payment reminders Notifies clients and agents about upcoming payment deadlines. |
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Payment status monitoring Real-time update on the payment success, failure, or pending status. |
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Refund processing Supports initiation of premium refunds from the mobile app. |
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Payment security (PCI-DSS compliance) Conforms to current data security standards for payment processing. |
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Transaction speed Average time for payment transaction to complete. |
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Analytics & Reporting
(0 Yes /0 Known /9 Possible features)
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Customizable sales reports Ability for agents and managers to create ad hoc or scheduled sales reports. |
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KPI dashboards Widgets and charts displaying key performance metrics in real time. |
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Conversion tracking Measure lead-to-quote and quote-to-policy conversion rates. |
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Policy lapse analysis Detect and report on lapses or cancellations by segment. |
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Product mix analysis Breakdown of sales by product, coverage type, or demographic. |
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Goal tracking and alerts Allows agents or teams to set, monitor, and receive alerts about personal or team targets. |
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Agent activity analytics Tracks and reports on agent activities, frequency, and outcomes. |
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Export to Excel/CSV/PDF Enables reports and analytics data to be exported. |
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Real-time data refresh rate Frequency with which data on the dashboard is updated. |
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Integration & Interoperability
(0 Yes /0 Known /7 Possible features)
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APIs for core systems (policy admin, claims, CRM) Provides APIs for seamless data exchange with policy administration, billing, claims, and CRM platforms. |
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Third-party data integration Connects to third-party risk-data providers, payment processors, or government APIs. |
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Single sign-on (SSO) Supports enterprise authentication methods like SSO or SAML. |
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Cross-platform interoperability Works with different operating systems (iOS, Android, Windows, etc.). |
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Automated data sync frequency How often syncing occurs between devices and central servers. |
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Webhooks Supports triggering workflows or alerts based on app events. |
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Plugin/module ecosystem Allows for certified plugins or add-ons to enhance core functionality. |
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Security, Compliance & Data Privacy
(0 Yes /0 Known /9 Possible features)
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Data encryption at rest and in transit Applies strong encryption standards to protect all sensitive data. |
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Role-based access control Defines permissions based on user roles (agent, admin, manager, etc.). |
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Regulatory compliance (GDPR, HIPAA, etc.) Supports data handling requirements for relevant jurisdictions. |
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Audit logs Maintains comprehensive and non-editable logs of all critical actions. |
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Device/app remote wipe Allows wholesale data wipe from lost/stolen devices. |
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Two-factor/multi-factor authentication Requires extra authentication steps for higher security. |
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Session timeout Automatic logout after a defined period of inactivity. |
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Incident response and alerting Automatic alerts and escalation for detected security incidents. |
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Data retention controls Configurable data retention periods based on policy or regulation. |
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Agent Productivity & Collaboration
(0 Yes /0 Known /8 Possible features)
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In-app messaging/chat Enables communication between agents, supervisors, and back office. |
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Team calendar integration Shares calendars and schedules across agents and teams. |
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Task delegation & monitoring Supervisors can assign and track completion of tasks. |
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Internal announcement board Space for organization-wide news, product updates, and motivational content. |
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Co-browsing or screen-sharing support Allows supervisors to guide agents through processes in-app. |
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Voice note recording and sharing Agents can record and send quick voice messages to each other or to back office. |
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Automated follow-up scheduling Smart reminders and auto-scheduling for next steps with clients. |
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Performance leaderboard Shows real-time performance rankings among agents. |
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Training & Knowledge Resources
(0 Yes /0 Known /8 Possible features)
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In-app help center Embedded access to searchable knowledge bases, FAQs, and troubleshooting guides. |
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Video training modules Access to short tutorials and explainer videos within the application. |
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Product update notifications Alerts when new products, features, or procedural changes are introduced. |
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Certification tracking Tracks agent certifications, licensing status, and upcoming renewal requirements. |
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Live chat support Enables real-time help through chat with support or mentors. |
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Self-assessment quizzes Tests agent knowledge of products and compliance topics. |
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Knowledge content download Ability to download resources for offline use. |
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Usage analytics for training materials Tracks which materials are accessed and how often. |
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Deployment & Support
(0 Yes /0 Known /8 Possible features)
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Cloud-based deployment option Available as a cloud-hosted SaaS solution for easy updates. |
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App store distribution Can be published or privately distributed via major app stores (Apple, Google). |
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Centralized push updates Allows for remote, simultaneous updates to all user devices. |
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Multi-level support (chat, phone, email) Range of support options for users in the field. |
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Self-service troubleshooting tools Wizard-driven diagnostics for common issues. |
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Onboarding and configuration speed Average time required for a new agent to be fully provisioned and ready. |
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Usage reporting to IT/admins Accessible reporting on user adoption and health status. |
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Device compatibility matrix List of supported operating systems and device models. |
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