PolicyKeeperAgent

Features PolicyKeeperAgent

This app allows a licensed Agent of SBHIS to see and modify his/her PolicyKeeper calendar and see his/her recent production information.
It lets the Agent map the locations of customers or make calls to them using the native mapping and phone apps on the mobile device.
PolicyKeeperAgent handles only the minimal tasks an Agent will need to perform while in the field.
More complex tasks should be accomplished using the PolicyKeeper browser app on a desktop or laptop computer.
PolicyKeeperAgent requires an active PolicyKeeper account, which must be set up by the system administrator at SBHIS.