Your clients can easily share policies with you using the Agentero mobile app.
Encourage your clients and prospects to share all their insurance policies that they carry within the Agentero app. Policies that your clients carry with your agency will automatically show up in their digital insurance wallet.
Your clients can easily load the policies they might carry with other agents or carriers using the Agentero mobile app and request a quote from you to replace those policies. Agentero will notify you when a client has downloaded the app. This is a great time to reach out and encourage your customers to share insurance policies they may carry with other providers.
Check this video: