Lakeview Financial Services

Welcome to Mobile Insurance Solutions, the creators of the innovative SwiftApp mobile insurance application system. Our company specializes in developing cutting-edge mobile capabilities tailored to the life insurance industry, and we are dedicated to providing top-notch solutions that streamline the life application process for both Brokerage General Agencies (BGAs) and their producers.

What We Do

At Mobile Insurance Solutions, we understand the challenges faced by BGAs in attracting and retaining active producers. That's why we developed SwiftApp, a revolutionary sales tool that enables life insurance agents to quote and submit new life business on the go, anywhere, anytime. With SwiftApp, producers can take a term life insurance order directly from their cell phone using just 8 basic questions, knowing that our backend office solution is completing the entire application process efficiently. This allows agents to move on to their next sale with confidence, while our system handles the paperwork and returns the completed case in good order.

Target Market

SwiftApp is designed for BGAs seeking to save time and money by reducing processing time on the front end of life insurance transactions. By providing a simple and efficient platform for agents to quote and submit applications, SwiftApp not only helps BGAs attract new producers but also enhances their reputation as a BGA that values simplicity in the sales process. The SwiftApp system is the perfect marketing tool for BGAs, as it enables producers to simplify their own business and maximize their time for more profitable activities.

Operating System Requirements

SwiftApp is designed to work seamlessly on any of the three major platforms: Apple, Droid, and desktop. Our system is accessible from any device, offering flexibility and convenience for both BGAs and their producers. For a free demonstration, contact us at 866-590-6003 or sales@swiftapp.biz.

Features of the SwiftApp

SwiftApp is a one-of-a-kind life insurance application system designed with the BGA and their downline producers in mind. By simply inputting 8 basic client profile questions such as name, address, and phone, a producer can initiate the application process with no dropdowns, no qualifying health questions, and no repeat visits to the prospective client. The SwiftApp system offers several benefits, including:

• Simple and efficient application process
• Reduced processing time for the BGA/GA
• Increased placement ratios and revenue
• Improved Broker/Agent-client relationship
• No more incomplete applications and missing requirements

At Mobile Insurance Solutions, we believe in providing the most straightforward and efficient way for life insurance professionals to submit applications. Our system saves valuable time for both the BGA/GA and the agent, resulting in increased revenue and improved client relationships.