Life Insurance

Why Reengineer the Insurance Agent?

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Dashboard
Dashboard with GNB
Clients
Clients
Detailed Policy Info
Detailed Policy Info
Enhanced Enrollment Detail
Enhanced Enrollment Detail
Detailed Quote Listings
Detailed Quote Listings
Product Quotes & Illustrations
Product Quotes/Illustrations
Detailed Underwriting Info
Detailed Underwriting Info
Enhanced Redemption Charting
Enhanced Redemption Charting
Self Directed Retirement Plan Application Forms
Application Forms

Pyxis Mobile delivers innovative wireless applications to the Insurance industry. In regards to Property & Casualty, we help you to manage your client's policies by giving you the tools to make decisions on-the-go and in real-time. Have the correct up-to-date information on all file activities, update contact history and notes, get custom alerts, and more. Pyxis Mobile extends all the data you need to do your job at anytime, anywhere.

Why Mobility?

Mobile financial applications can help agents compete in a “do-it-yourself” world, build deep relationships, carve out more time for customers and prospects, and provide the instant access and information that consumers expect today:

  • Mobile financial applications let agents differentiate themselves from “do it yourself” solutions by improving productivity, making it possible to spend more time with prospects
  • Mobile financial applications lead to better retention and referrals because real-time complete information gives consumers an experience they value and want to share
  • Mobile financial applications free up time for prospecting by enabling data updates, data access, and sales follow-up all from the point of contact
  • Mobile financial applications let agents provide the instant response wireless consumers have come to expect due to the immediate availability of enterprise information on a smartphone

In a recent report, Gartner states that "life insurers should anticipate that their ability to serve agents on mobile devices will become a differentiator with affiliated and independent producers within the next five years and begin now to create strategies to leverage the value of these devices," and recommends that firms "leverage capabilities such as CRM, activity tracking needs analysis, quotes and illustrations, electronic applications, in-force status, and pending status. These, along with many interfaces, can be repurposed to be delivered on a mobile device."

Why Now?

In a recent survey, Pyxis Mobile found that:

  • 100% of top executives from across the Financial Services and Insurance industries responded that mobile access to data helps to increase productivity and efficiency for employees, 86% reporting the productivity and effiiciency to be significant.
  • 60% of respondants indicated that they were seeing growth in the deployment of mobile devices with more this year than last year, and specifically access to:
    • CRM and sales data
    • Real-time critical information, alerts and research
    • Performance and commission detail

Why Pyxis Mobile?

Pyxis Mobile is in use at 28 of the top 50 global asset managers. We have the most experience and most success of any company when it comes to wireless software and Financial Services. We have 100% customer retention and 96% of our customers say we meet or exceed their expectations. If you want the right solution for your mobile workforce, the choice is obvious.

Property & Casualty Applications

Click here for Application Usage Chart

+ Agents

+ Account Management

+ Sales

+ Underwriters

+ Management